AR
IRTC icon

Advisory Research’s iRhythm Holdings IRTC Stock Holding History

Advisory Research’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
-3,738
Closed -$887K – 365
2020
Q4 		$887K Sell
3,738
-2,239
-37% -$510K 0.07% 208
2020
Q3 		$1.42M Sell
5,977
-1,761
-23% -$312K 0.14% 136
2020
Q2 		$897K Sell
7,738
-2,382
-24% -$263K 0.08% 183
2020
Q1 		$823K Buy
+10,120
New +$839K 0.06% 146
2019
Q4 		– Sell
-22,809
Closed -$1.69M – 323
2019
Q3 		$1.69M Sell
22,809
-1,254
-5% -$97.1K 0.08% 132
2019
Q2 		$1.9M Sell
24,063
-5,919
-20% -$431K 0.04% 198
2019
Q1 		$2.25M Buy
29,982
+5,117
+21% +$437K 0.04% 175
2018
Q4 		$1.73M Sell
24,865
-24,781
-50% -$1.88M 0.04% 189
2018
Q3 		$4.7M Sell
49,646
-5,475
-10% -$477K 0.08% 143
2018
Q2 		$4.47M Sell
55,121
-1,227
-2% -$85.8K 0.07% 154
2018
Q1 		$3.55M Sell
56,348
-41,200
-42% -$2.55M 0.06% 170
2017
Q4 		$5.47M Buy
97,548
+12,980
+15% +$678K 0.09% 148
2017
Q3 		$4.39M Buy
84,568
+17,314
+26% +$784K 0.07% 155
2017
Q2 		$2.86M Buy
+67,254
New +$2.45M 0.05% 190

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

Advisory Research's IRTC Position: Q1 2021 in Review

Advisory Research sold out of iRhythm Holdings (IRTC) in Q1 2021, closing a stake of 3,738 shares — an estimated $887K sold.

Advisory Research first reported a position in IRTC in Q2 2017 and held it in 14 quarters. The position peaked at $5.47M in Q4 2017. 217 funds tracked by Wall St. Rank hold IRTC as of Q1 2021.

  • Advisory Research reported no remaining iRhythm Holdings position as of Q1 2021 after selling out during the quarter.
  • Advisory Research sold 3,738 iRhythm Holdings shares in Q1 2021, an estimated $887K.
  • Advisory Research first reported a position in iRhythm Holdings in Q2 2017 and held it in 14 quarters.
  • Advisory Research's iRhythm Holdings position peaked at $5.47M in Q4 2017.
  • 217 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2021.

Based on Advisory Research's 13F filing for Q1 2021, filed 12 May 2021.