Mark Sheptoff Financial Planning’s BioTelemetry, Inc. BEAT Stock Holding History

Mark Sheptoff Financial Planning’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
2020 Q4	–	Sell	-1,300	Closed	-$59K	–	372
2020 Q3	$59K	Sell	1,300 -100	-7%	-$4.18K	0.04%	141
2020 Q2	$63K	Hold	1,400	–	–	0.04%	138
2020 Q1	$54K	Sell	1,400 -300	-18%	-$13.8K	0.04%	132
2019 Q4	$79K	Buy	1,700 +200	+13%	+$8.66K	0.05%	125
2019 Q3	$61K	Hold	1,500	–	–	0.04%	137
2019 Q2	$72K	Hold	1,500	–	–	0.05%	135
2019 Q1	$94K	Buy	1,500 +300	+25%	+$20.6K	0.07%	119
2018 Q4	$72K	Hold	1,200	–	–	0.06%	117
2018 Q3	$77K	Buy	1,200 +300	+33%	+$16.7K	0.05%	139
2018 Q2	$41K	Buy	+900	New	+$35.9K	0.03%	174

Other funds holding BEAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Governors Lane New York $1.56B AUM 30.42% 1-Year Est. Return

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Mark Sheptoff Financial Planning's BEAT Position: Q4 2020 in Review

Mark Sheptoff Financial Planning sold out of BioTelemetry, Inc. (BEAT) in Q4 2020, closing a stake of 1,300 shares — an estimated $59K sold.

Mark Sheptoff Financial Planning first reported a position in BEAT in Q2 2018 and held it in 10 quarters. The position peaked at $94K in Q1 2019. 238 funds tracked by Wall St. Rank hold BEAT as of Q4 2020.

Mark Sheptoff Financial Planning reported no remaining BioTelemetry, Inc. position as of Q4 2020 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 1,300 BioTelemetry, Inc. shares in Q4 2020, an estimated $59K.
Mark Sheptoff Financial Planning first reported a position in BioTelemetry, Inc. in Q2 2018 and held it in 10 quarters.
Mark Sheptoff Financial Planning's BioTelemetry, Inc. position peaked at $94K in Q1 2019.
238 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q4 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2020, filed 11 Feb 2021.