Symphony Financial’s BioTelemetry, Inc. BEAT Stock Holding History

Symphony Financial’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	-3,800	Closed	-$273K	–	203
2020 Q4	$273K	Buy	+3,800	New	+$199K	0.1%	134

Other funds holding BEAT

LCM

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

Symphony Financial's BEAT Position: Q1 2021 in Review

Symphony Financial sold out of BioTelemetry, Inc. (BEAT) in Q1 2021, closing a stake of 3,800 shares — an estimated $273K sold.

Symphony Financial first reported a position in BEAT in Q4 2020 and held it in 1 quarter. The position peaked at $273K in Q4 2020. 1 fund tracked by Wall St. Rank holds BEAT as of Q1 2021.

Symphony Financial reported no remaining BioTelemetry, Inc. position as of Q1 2021 after selling out during the quarter.
Symphony Financial sold 3,800 BioTelemetry, Inc. shares in Q1 2021, an estimated $273K.
Symphony Financial first reported a position in BioTelemetry, Inc. in Q4 2020 and held it in 1 quarter.
Symphony Financial's BioTelemetry, Inc. position peaked at $273K in Q4 2020.
1 fund tracked by Wall St. Rank held BioTelemetry, Inc. as of Q1 2021.

Based on Symphony Financial's 13F filing for Q1 2021, filed 15 Apr 2021.