UFF
BEAT

USA Financial Formulas’s BioTelemetry, Inc. BEAT Stock Holding History

USA Financial Formulas’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
2019
Q3 		– Sell
-5,818
Closed -$364K – 279
2019
Q2 		$364K Buy
5,818
+662
+13% +$34.8K 0.18% 70
2019
Q1 		$323K Sell
5,156
-4,466
-46% -$307K 0.2% 72
2018
Q4 		$620K Buy
+9,622
New +$578K 0.15% 104
2016
Q4 		– Sell
-15,697
Closed -$291K – 388
2016
Q3 		$291K Buy
+15,697
New +$296K 0.07% 197

Other funds holding BEAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

USA Financial Formulas's BEAT Position: Q3 2019 in Review

USA Financial Formulas sold out of BioTelemetry, Inc. (BEAT) in Q3 2019, closing a stake of 5,818 shares — an estimated $364K sold.

USA Financial Formulas first reported a position in BEAT in Q3 2016 and held it in 4 quarters. The position peaked at $620K in Q4 2018. 219 funds tracked by Wall St. Rank hold BEAT as of Q3 2019.

  • USA Financial Formulas reported no remaining BioTelemetry, Inc. position as of Q3 2019 after selling out during the quarter.
  • USA Financial Formulas sold 5,818 BioTelemetry, Inc. shares in Q3 2019, an estimated $364K.
  • USA Financial Formulas first reported a position in BioTelemetry, Inc. in Q3 2016 and held it in 4 quarters.
  • USA Financial Formulas's BioTelemetry, Inc. position peaked at $620K in Q4 2018.
  • 219 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q3 2019.

Based on USA Financial Formulas's 13F filing for Q3 2019, filed 14 Nov 2019.