Ropes Wealth Advisors’s BioTelemetry, Inc. BEAT Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-811	Closed	-$58K	–	878
2020 Q4	$58K	Buy	811 +11	+1%	+$576	0.01%	363
2020 Q3	$36K	Hold	800	–	–	0.01%	369
2020 Q2	$36K	Hold	800	–	–	0.01%	339
2020 Q1	$31K	Hold	800	–	–	0.01%	329
2019 Q4	$37K	Hold	800	–	–	0.01%	358
2019 Q3	$33K	Hold	800	–	–	0.01%	374
2019 Q2	$39K	Hold	800	–	–	0.01%	363
2019 Q1	$50K	Buy	+800	New	+$55K	0.01%	330

Other funds holding BEAT

LCM

Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

Ropes Wealth Advisors's BEAT Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of BioTelemetry, Inc. (BEAT) in Q1 2021, closing a stake of 811 shares — an estimated $58K sold.

Ropes Wealth Advisors first reported a position in BEAT in Q1 2019 and held it in 8 quarters. The position peaked at $58K in Q4 2020. 1 fund tracked by Wall St. Rank holds BEAT as of Q1 2021.

Ropes Wealth Advisors reported no remaining BioTelemetry, Inc. position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 811 BioTelemetry, Inc. shares in Q1 2021, an estimated $58K.
Ropes Wealth Advisors first reported a position in BioTelemetry, Inc. in Q1 2019 and held it in 8 quarters.
Ropes Wealth Advisors's BioTelemetry, Inc. position peaked at $58K in Q4 2020.
1 fund tracked by Wall St. Rank held BioTelemetry, Inc. as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.