Next Financial Group’s BioTelemetry, Inc. BEAT Stock Holding History

Next Financial Group’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
2021 Q1	–	Sell	-100	Closed	-$7K	–	2692
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	1912
2020 Q3	$5K	Buy	+100	New	+$4.18K	﹤0.01%	1879
2020 Q2	–	Sell	-100	Closed	-$4K	–	2148
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	1806
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	1993
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	1983
2019 Q2	$5K	Buy	+100	New	+$5.26K	﹤0.01%	1923
2019 Q1	–	Sell	-300	Closed	-$18K	–	2296
2018 Q4	$18K	Buy	300 +200	+200%	+$12K	﹤0.01%	1149
2018 Q3	$6K	Buy	+100	New	+$5.58K	﹤0.01%	1148
2017 Q4	–	Sell	-200	Closed	-$6K	–	1740
2017 Q3	$6K	Sell	200 -500	-71%	-$17.3K	﹤0.01%	1401
2017 Q2	$23K	Buy	700 +500	+250%	+$14.9K	0.01%	1035
2017 Q1	$7K	Buy	+200	New	+$4.95K	﹤0.01%	1435

Other funds holding BEAT

LCM

Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

Next Financial Group's BEAT Position: Q1 2021 in Review

Next Financial Group sold out of BioTelemetry, Inc. (BEAT) in Q1 2021, closing a stake of 100 shares — an estimated $7K sold.

Next Financial Group first reported a position in BEAT in Q1 2017 and held it in 11 quarters. The position peaked at $23K in Q2 2017. 1 fund tracked by Wall St. Rank holds BEAT as of Q1 2021.

Next Financial Group reported no remaining BioTelemetry, Inc. position as of Q1 2021 after selling out during the quarter.
Next Financial Group sold 100 BioTelemetry, Inc. shares in Q1 2021, an estimated $7K.
Next Financial Group first reported a position in BioTelemetry, Inc. in Q1 2017 and held it in 11 quarters.
Next Financial Group's BioTelemetry, Inc. position peaked at $23K in Q2 2017.
1 fund tracked by Wall St. Rank held BioTelemetry, Inc. as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.