AWM
IRTC icon

Avior Wealth Management’s iRhythm Holdings IRTC Stock Holding History

Avior 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
2025
Q1 		– Sell
-23
Closed -$2.07K – 1530
2024
Q4 		$2.07K Hold
23
– – ﹤0.01% 2112
2024
Q3 		$1.71K Hold
23
– – ﹤0.01% 1998
2024
Q2 		$2.48K Sell
23
-208
-90% -$21.2K ﹤0.01% 1901
2024
Q1 		$26.8K Buy
+231
New +$26K ﹤0.01% 1483

Other funds holding IRTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Avior Wealth Management's IRTC Position: Q1 2025 in Review

Avior Wealth Management sold out of iRhythm Holdings (IRTC) in Q1 2025, closing a stake of 23 shares — an estimated $2.07K sold.

Avior Wealth Management first reported a position in IRTC in Q1 2024 and held it in 4 quarters. The position peaked at $26.8K in Q1 2024. 256 funds tracked by Wall St. Rank hold IRTC as of Q1 2025.

  • Avior Wealth Management reported no remaining iRhythm Holdings position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 23 iRhythm Holdings shares in Q1 2025, an estimated $2.07K.
  • Avior Wealth Management first reported a position in iRhythm Holdings in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's iRhythm Holdings position peaked at $26.8K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.