Beacon Investment Advisory Services’s iRhythm Holdings IRTC Stock Holding History

Beacon Investment Advisory Services’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
2024 Q4	–	Sell	-2,807	Closed	-$208K	–	257
2024 Q3	$208K	Sell	2,807 -45	-2%	-$3.58K	0.01%	244
2024 Q2	$307K	Sell	2,852 -135	-5%	-$13.8K	0.01%	219
2024 Q1	$346K	Sell	2,987 -17	-0.6%	-$1.91K	0.01%	216
2023 Q4	$322K	Sell	3,004 -217	-7%	-$18.9K	0.01%	221
2023 Q3	$304K	Buy	3,221 +884	+38%	+$89.9K	0.01%	230
2023 Q2	$244K	Buy	2,337 +165	+8%	+$19.8K	0.01%	254
2023 Q1	$269K	Buy	+2,172	New	+$236K	0.01%	239

Other funds holding IRTC

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Beacon Investment Advisory Services's IRTC Position: Q4 2024 in Review

Beacon Investment Advisory Services sold out of iRhythm Holdings (IRTC) in Q4 2024, closing a stake of 2,807 shares — an estimated $208K sold.

Beacon Investment Advisory Services first reported a position in IRTC in Q1 2023 and held it in 7 quarters. The position peaked at $346K in Q1 2024. 227 funds tracked by Wall St. Rank hold IRTC as of Q4 2024.

Beacon Investment Advisory Services reported no remaining iRhythm Holdings position as of Q4 2024 after selling out during the quarter.
Beacon Investment Advisory Services sold 2,807 iRhythm Holdings shares in Q4 2024, an estimated $208K.
Beacon Investment Advisory Services first reported a position in iRhythm Holdings in Q1 2023 and held it in 7 quarters.
Beacon Investment Advisory Services's iRhythm Holdings position peaked at $346K in Q1 2024.
227 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2024.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2024, filed 17 Jan 2025.