Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Heartbeam BEAT Stock Holding History

Northwestern Mutual 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
2025
Q1 		– Sell
-4,900
Closed -$11.3K – 3680
2024
Q4 		$11.3K Buy
+4,900
New +$12.3K ﹤0.01% 2696

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KPWS
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OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management's BEAT Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Heartbeam (BEAT) in Q1 2025, closing a stake of 4,900 shares — an estimated $11.3K sold.

Northwestern Mutual Wealth Management first reported a position in BEAT in Q4 2024 and held it in 1 quarter. The position peaked at $11.3K in Q4 2024. 35 funds tracked by Wall St. Rank hold BEAT as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Heartbeam position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 4,900 Heartbeam shares in Q1 2025, an estimated $11.3K.
  • Northwestern Mutual Wealth Management first reported a position in Heartbeam in Q4 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Heartbeam position peaked at $11.3K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Heartbeam as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.