Wealthspire Advisors (Maryland)’s BioTelemetry, Inc. BEAT Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-413	Closed	-$26K	–	2484
2019 Q1	$26K	Sell	413 -73	-15%	-$5.01K	﹤0.01%	1179
2018 Q4	$29K	Sell	486 -71	-13%	-$4.26K	﹤0.01%	1082
2018 Q3	$36K	Sell	557 -104	-16%	-$5.8K	﹤0.01%	1084
2018 Q2	$30K	Buy	661 +10	+2%	+$399	﹤0.01%	1163
2018 Q1	$20K	Sell	651 -60	-8%	-$1.97K	﹤0.01%	1308
2017 Q4	$21K	Buy	711 +664	+1,413%	+$19.2K	﹤0.01%	1318
2017 Q3	$2K	Sell	47 -98	-68%	-$3.39K	﹤0.01%	2047
2017 Q2	$5K	Buy	+145	New	+$4.33K	﹤0.01%	1798

Other funds holding BEAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BEAT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BioTelemetry, Inc. (BEAT) in Q2 2019, closing a stake of 413 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in BEAT in Q2 2017 and held it in 8 quarters. The position peaked at $36K in Q3 2018. 251 funds tracked by Wall St. Rank hold BEAT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining BioTelemetry, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 413 BioTelemetry, Inc. shares in Q2 2019, an estimated $26K.
Wealthspire Advisors (Maryland) first reported a position in BioTelemetry, Inc. in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s BioTelemetry, Inc. position peaked at $36K in Q3 2018.
251 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.