YorkBridge Wealth Partners’s BioTelemetry, Inc. BEAT Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-182	Closed	-$9K	–	760
2019 Q2	$9K	Buy	182 +9	+5%	+$473	﹤0.01%	600
2019 Q1	$11K	Sell	173 -152	-47%	-$10.4K	0.01%	587
2018 Q4	$19K	Sell	325 -213	-40%	-$12.8K	0.01%	480
2018 Q3	$34K	Sell	538 -76	-12%	-$4.24K	0.02%	405
2018 Q2	$28K	Sell	614 -200	-25%	-$7.97K	0.01%	450
2018 Q1	$27K	Buy	814 +106	+15%	+$3.49K	0.01%	456
2017 Q4	$22K	Buy	708 +3	+0.4%	+$87	0.01%	495
2017 Q3	$23K	Buy	705 +20	+3%	+$693	0.01%	492
2017 Q2	$22K	Buy	685 +50	+8%	+$1.49K	0.01%	493
2017 Q1	$22K	Buy	+635	New	+$15.7K	0.01%	495

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

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

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 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

YorkBridge Wealth Partners's BEAT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of BioTelemetry, Inc. (BEAT) in Q3 2019, closing a stake of 182 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in BEAT in Q1 2017 and held it in 10 quarters. The position peaked at $34K in Q3 2018. 219 funds tracked by Wall St. Rank hold BEAT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining BioTelemetry, Inc. position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 182 BioTelemetry, Inc. shares in Q3 2019, an estimated $9K.
YorkBridge Wealth Partners first reported a position in BioTelemetry, Inc. in Q1 2017 and held it in 10 quarters.
YorkBridge Wealth Partners's BioTelemetry, Inc. position peaked at $34K in Q3 2018.
219 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.