WAP
BEAT

Wealthcare Advisory Partners’s BioTelemetry, Inc. BEAT Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-150
Closed -$6K – 1537
2020
Q1 		$6K Sell
150
-250
-63% -$11.5K ﹤0.01% 1085
2019
Q4 		$19K Hold
400
– – ﹤0.01% 780
2019
Q3 		$16K Buy
400
+150
+60% +$6.48K ﹤0.01% 817
2019
Q2 		$12K Buy
+250
New +$13.1K ﹤0.01% 873

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Advisory Partners's BEAT Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of BioTelemetry, Inc. (BEAT) in Q2 2020, closing a stake of 150 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in BEAT in Q2 2019 and held it in 4 quarters. The position peaked at $19K in Q4 2019. 215 funds tracked by Wall St. Rank hold BEAT as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining BioTelemetry, Inc. position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 150 BioTelemetry, Inc. shares in Q2 2020, an estimated $6K.
  • Wealthcare Advisory Partners first reported a position in BioTelemetry, Inc. in Q2 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's BioTelemetry, Inc. position peaked at $19K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.