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Abbot Financial Management’s iRhythm Holdings IRTC Stock Holding History

Abbot Financial Management’s Portfolio IRTC Stock Details IRTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,079
Closed -$256K – 142
2020
Q4 		$256K Buy
1,079
+137
+15% +$31.2K 0.15% 109
2020
Q3 		$224K Buy
+942
New +$167K 0.15% 107

Other funds holding IRTC

Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Abbot Financial Management's IRTC Position: Q1 2021 in Review

Abbot Financial Management sold out of iRhythm Holdings (IRTC) in Q1 2021, closing a stake of 1,079 shares — an estimated $256K sold.

Abbot Financial Management first reported a position in IRTC in Q3 2020 and held it in 2 quarters. The position peaked at $256K in Q4 2020. 217 funds tracked by Wall St. Rank hold IRTC as of Q1 2021.

  • Abbot Financial Management reported no remaining iRhythm Holdings position as of Q1 2021 after selling out during the quarter.
  • Abbot Financial Management sold 1,079 iRhythm Holdings shares in Q1 2021, an estimated $256K.
  • Abbot Financial Management first reported a position in iRhythm Holdings in Q3 2020 and held it in 2 quarters.
  • Abbot Financial Management's iRhythm Holdings position peaked at $256K in Q4 2020.
  • 217 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2021.

Based on Abbot Financial Management's 13F filing for Q1 2021, filed 13 May 2021.