UWM
BEAT

USAdvisors Wealth Management’s BioTelemetry, Inc. BEAT Stock Holding History

USAdvisors Wealth Management’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
Q1 		– Sell
-7,899
Closed -$366K – 104
2019
Q4 		$366K Buy
+7,899
New +$342K 0.19% 60
2019
Q3 		– Sell
-4,190
Closed -$201 – 73
2019
Q2 		$201 Buy
+4,190
New +$220K 0.09% 52

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
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

USAdvisors Wealth Management's BEAT Position: Q1 2020 in Review

USAdvisors Wealth Management sold out of BioTelemetry, Inc. (BEAT) in Q1 2020, closing a stake of 7,899 shares — an estimated $366K sold.

USAdvisors Wealth Management first reported a position in BEAT in Q2 2019 and held it in 2 quarters. The position peaked at $366K in Q4 2019. 209 funds tracked by Wall St. Rank hold BEAT as of Q1 2020.

  • USAdvisors Wealth Management reported no remaining BioTelemetry, Inc. position as of Q1 2020 after selling out during the quarter.
  • USAdvisors Wealth Management sold 7,899 BioTelemetry, Inc. shares in Q1 2020, an estimated $366K.
  • USAdvisors Wealth Management first reported a position in BioTelemetry, Inc. in Q2 2019 and held it in 2 quarters.
  • USAdvisors Wealth Management's BioTelemetry, Inc. position peaked at $366K in Q4 2019.
  • 209 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q1 2020.

Based on USAdvisors Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.