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Altium Wealth Management’s iRhythm Holdings IRTC Stock Holding History

Altium Wealth 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
-1,255
Closed -$298K – 387
2020
Q4 		$298K Buy
1,255
+6
+0.5% +$1.37K 0.03% 284
2020
Q3 		$297K Buy
+1,249
New +$221K 0.03% 266

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

Altium Wealth Management's IRTC Position: Q1 2021 in Review

Altium Wealth Management sold out of iRhythm Holdings (IRTC) in Q1 2021, closing a stake of 1,255 shares — an estimated $298K sold.

Altium Wealth Management first reported a position in IRTC in Q3 2020 and held it in 2 quarters. The position peaked at $298K in Q4 2020. 217 funds tracked by Wall St. Rank hold IRTC as of Q1 2021.

  • Altium Wealth Management reported no remaining iRhythm Holdings position as of Q1 2021 after selling out during the quarter.
  • Altium Wealth Management sold 1,255 iRhythm Holdings shares in Q1 2021, an estimated $298K.
  • Altium Wealth Management first reported a position in iRhythm Holdings in Q3 2020 and held it in 2 quarters.
  • Altium Wealth Management's iRhythm Holdings position peaked at $298K in Q4 2020.
  • 217 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2021.

Based on Altium Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.