SEIA
BEAT icon

Signature Estate & Investment Advisors’s Heartbeam BEAT Stock Holding History

Signature Estate & 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
2023
Q3 		– Sell
-10,000
Closed -$24K – 173
2023
Q2 		$24K Buy
+10,000
New +$23.1K ﹤0.01% 173

Other funds holding BEAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Signature Estate & Investment Advisors's BEAT Position: Q3 2023 in Review

Signature Estate & Investment Advisors sold out of Heartbeam (BEAT) in Q3 2023, closing a stake of 10,000 shares — an estimated $24K sold.

Signature Estate & Investment Advisors first reported a position in BEAT in Q2 2023 and held it in 1 quarter. The position peaked at $24K in Q2 2023. 28 funds tracked by Wall St. Rank hold BEAT as of Q3 2023.

  • Signature Estate & Investment Advisors reported no remaining Heartbeam position as of Q3 2023 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 10,000 Heartbeam shares in Q3 2023, an estimated $24K.
  • Signature Estate & Investment Advisors first reported a position in Heartbeam in Q2 2023 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Heartbeam position peaked at $24K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Heartbeam as of Q3 2023.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.