BCWM
IRTC icon

Bartlett & Co Wealth Management’s iRhythm Holdings IRTC Stock Holding History

Bartlett & Co 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
Q3 		– Sell
-3
Closed -$199 – 1003
2021
Q2 		$199 Hold
3
– – ﹤0.01% 1057
2021
Q1 		$417 Hold
3
– – ﹤0.01% 1065
2020
Q4 		$712 Buy
+3
New +$684 ﹤0.01% 1107

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bartlett & Co Wealth Management's IRTC Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of iRhythm Holdings (IRTC) in Q3 2021, closing a stake of 3 shares — an estimated $199 sold.

Bartlett & Co Wealth Management first reported a position in IRTC in Q4 2020 and held it in 3 quarters. The position peaked at $712 in Q4 2020. 186 funds tracked by Wall St. Rank hold IRTC as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining iRhythm Holdings position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 3 iRhythm Holdings shares in Q3 2021, an estimated $199.
  • Bartlett & Co Wealth Management first reported a position in iRhythm Holdings in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's iRhythm Holdings position peaked at $712 in Q4 2020.
  • 186 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.