RFA
BEAT

Reilly Financial Advisors’s BioTelemetry, Inc. BEAT Stock Holding History

Reilly Financial 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
Q2 		– Sell
-4,700
Closed -$181K – 990
2020
Q1 		$181K Buy
+4,700
New +$216K 0.03% 170
2017
Q2 		– Sell
-500
Closed -$14K – 1007
2017
Q1 		$14K Buy
+500
New +$12.4K ﹤0.01% 552

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's BEAT Position: Q2 2020 in Review

Reilly Financial Advisors sold out of BioTelemetry, Inc. (BEAT) in Q2 2020, closing a stake of 4,700 shares — an estimated $181K sold.

Reilly Financial Advisors first reported a position in BEAT in Q1 2017 and held it in 2 quarters. The position peaked at $181K in Q1 2020. 215 funds tracked by Wall St. Rank hold BEAT as of Q2 2020.

  • Reilly Financial Advisors reported no remaining BioTelemetry, Inc. position as of Q2 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 4,700 BioTelemetry, Inc. shares in Q2 2020, an estimated $181K.
  • Reilly Financial Advisors first reported a position in BioTelemetry, Inc. in Q1 2017 and held it in 2 quarters.
  • Reilly Financial Advisors's BioTelemetry, Inc. position peaked at $181K in Q1 2020.
  • 215 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.