OPS
BEAT

Orion Portfolio Solutions’s BioTelemetry, Inc. BEAT Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-40
Closed -$2K – 2388
2020
Q2 		$2K Buy
40
+31
+344% +$1.39K ﹤0.01% 1879
2020
Q1 		$0 Buy
+9
New +$414 ﹤0.01% 2502

Other funds holding BEAT

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Orion Portfolio Solutions's BEAT Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of BioTelemetry, Inc. (BEAT) in Q3 2020, closing a stake of 40 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in BEAT in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 209 funds tracked by Wall St. Rank hold BEAT as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining BioTelemetry, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 40 BioTelemetry, Inc. shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in BioTelemetry, Inc. in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's BioTelemetry, Inc. position peaked at $2K in Q2 2020.
  • 209 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.