OIA
BEAT

OneDigital Investment Advisors’s BioTelemetry, Inc. BEAT Stock Holding History

OneDigital Investment Advisors’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
-11,700
Closed -$533K – 751
2020
Q3 		$533K Sell
11,700
-900
-7% -$37.6K 0.04% 295
2020
Q2 		$569K Sell
12,600
-3,432
-21% -$154K 0.04% 286
2020
Q1 		$617K Sell
16,032
-465
-3% -$21.4K 0.05% 252
2019
Q4 		$764K Buy
16,497
+584
+4% +$25.3K 0.06% 231
2019
Q3 		$648K Sell
15,913
-10,733
-40% -$463K 0.06% 224
2019
Q2 		$1.28M Buy
26,646
+13,740
+106% +$722K 0.1% 120
2019
Q1 		$808K Buy
12,906
+607
+5% +$41.7K 0.12% 130
2018
Q4 		$734K Buy
12,299
+251
+2% +$15.1K 0.12% 125
2018
Q3 		$776K Sell
12,048
-85
-0.7% -$4.74K 0.18% 78
2018
Q2 		$546K Buy
12,133
+906
+8% +$36.1K 0.11% 118
2018
Q1 		$349K Buy
11,227
+250
+2% +$8.22K 0.08% 165
2017
Q4 		$328K Buy
10,977
+3,425
+45% +$99.2K 0.04% 173
2017
Q3 		$249K Buy
7,552
+890
+13% +$30.8K 0.09% 128
2017
Q2 		$223K Buy
+6,662
New +$199K 0.07% 186

Other funds holding BEAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
GL
Governors Lane New York $1.56B AUM 30.44% 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

OneDigital Investment Advisors's BEAT Position: Q4 2020 in Review

OneDigital Investment Advisors sold out of BioTelemetry, Inc. (BEAT) in Q4 2020, closing a stake of 11,700 shares — an estimated $533K sold.

OneDigital Investment Advisors first reported a position in BEAT in Q2 2017 and held it in 14 quarters. The position peaked at $1.28M in Q2 2019. 238 funds tracked by Wall St. Rank hold BEAT as of Q4 2020.

  • OneDigital Investment Advisors reported no remaining BioTelemetry, Inc. position as of Q4 2020 after selling out during the quarter.
  • OneDigital Investment Advisors sold 11,700 BioTelemetry, Inc. shares in Q4 2020, an estimated $533K.
  • OneDigital Investment Advisors first reported a position in BioTelemetry, Inc. in Q2 2017 and held it in 14 quarters.
  • OneDigital Investment Advisors's BioTelemetry, Inc. position peaked at $1.28M in Q2 2019.
  • 238 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q4 2020.

Based on OneDigital Investment Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.