Pathstone Family Office’s BioTelemetry, Inc. BEAT Stock Holding History

Pathstone Family Office’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	-3,290	Closed	-$150K	–	1401
2020 Q3	$150K	Buy	+3,290	New	+$138K	0.02%	226
2019 Q2	–	Sell	-279	Closed	-$18K	–	990
2019 Q1	$18K	Buy	279 +43	+18%	+$2.95K	﹤0.01%	444
2018 Q4	$14K	Buy	+236	New	+$14.2K	﹤0.01%	303

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

Pathstone Family Office's BEAT Position: Q4 2020 in Review

Pathstone Family Office sold out of BioTelemetry, Inc. (BEAT) in Q4 2020, closing a stake of 3,290 shares — an estimated $150K sold.

Pathstone Family Office first reported a position in BEAT in Q4 2018 and held it in 3 quarters. The position peaked at $150K in Q3 2020. 238 funds tracked by Wall St. Rank hold BEAT as of Q4 2020.

Pathstone Family Office reported no remaining BioTelemetry, Inc. position as of Q4 2020 after selling out during the quarter.
Pathstone Family Office sold 3,290 BioTelemetry, Inc. shares in Q4 2020, an estimated $150K.
Pathstone Family Office first reported a position in BioTelemetry, Inc. in Q4 2018 and held it in 3 quarters.
Pathstone Family Office's BioTelemetry, Inc. position peaked at $150K in Q3 2020.
238 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q4 2020.

Based on Pathstone Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.