LWM
BEAT

Lyons Wealth Management’s BioTelemetry, Inc. BEAT Stock Holding History

Lyons Wealth Management’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,000
Closed -$2K – 50
2018
Q3 		$2K Buy
+4,000
New +$223K ﹤0.01% 47
2018
Q2 		– Sell
-35,000
Closed -$2K – 64
2018
Q1 		$2K Buy
+35,000
New +$1.15M ﹤0.01% 55

Other funds holding BEAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lyons Wealth Management's BEAT Position: Q4 2018 in Review

Lyons Wealth Management sold out of BioTelemetry, Inc. (BEAT) in Q4 2018, closing a stake of 17,700 shares — an estimated $1.14M sold.

Lyons Wealth Management first reported a position in BEAT in Q4 2016 and held it in 6 quarters. The position peaked at $1.76M in Q4 2017. 281 funds tracked by Wall St. Rank hold BEAT as of Q4 2018.

  • Lyons Wealth Management reported no remaining BioTelemetry, Inc. position as of Q4 2018 after selling out during the quarter.
  • Lyons Wealth Management sold 17,700 BioTelemetry, Inc. shares in Q4 2018, an estimated $1.14M.
  • Lyons Wealth Management first reported a position in BioTelemetry, Inc. in Q4 2016 and held it in 6 quarters.
  • Lyons Wealth Management's BioTelemetry, Inc. position peaked at $1.76M in Q4 2017.
  • 281 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q4 2018.

Based on Lyons Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.