BDO Wealth Advisors’s iRhythm Holdings IRTC Stock Holding History

BDO Wealth Advisors’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
2023 Q1	–	Sell	-150	Closed	-$14.1K	–	1076
2022 Q4	$14.1K	Hold	150	–	–	﹤0.01%	632
2022 Q3	$19K	Hold	150	–	–	﹤0.01%	583
2022 Q2	$16K	Hold	150	–	–	﹤0.01%	598
2022 Q1	$24K	Sell	150 -75	-33%	-$9.63K	﹤0.01%	571
2021 Q4	$26K	Sell	225 -10	-4%	-$917	﹤0.01%	572
2021 Q3	$14K	Hold	235	–	–	﹤0.01%	675
2021 Q2	$16K	Sell	235 -100	-30%	-$7.92K	﹤0.01%	670
2021 Q1	$47K	Buy	+335	New	+$60K	0.01%	464

Other funds holding IRTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

BDO Wealth Advisors's IRTC Position: Q1 2023 in Review

BDO Wealth Advisors sold out of iRhythm Holdings (IRTC) in Q1 2023, closing a stake of 150 shares — an estimated $14.1K sold.

BDO Wealth Advisors first reported a position in IRTC in Q1 2021 and held it in 8 quarters. The position peaked at $47K in Q1 2021. 208 funds tracked by Wall St. Rank hold IRTC as of Q1 2023.

BDO Wealth Advisors reported no remaining iRhythm Holdings position as of Q1 2023 after selling out during the quarter.
BDO Wealth Advisors sold 150 iRhythm Holdings shares in Q1 2023, an estimated $14.1K.
BDO Wealth Advisors first reported a position in iRhythm Holdings in Q1 2021 and held it in 8 quarters.
BDO Wealth Advisors's iRhythm Holdings position peaked at $47K in Q1 2021.
208 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.