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Berman Capital Advisors’s iRhythm Holdings IRTC Stock Holding History

Berman Capital 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
2021
Q3 		$1K Buy
+18
New +$954 ﹤0.01% 1891
2021
Q2 		– Sell
-40
Closed -$5K – 1971
2021
Q1 		$5K Buy
+40
New +$7.17K ﹤0.01% 1268

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

Berman Capital Advisors's IRTC Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in iRhythm Holdings (IRTC) in Q3 2021: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1891 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in IRTC as recently as Q1 2021.

Berman Capital Advisors first reported a position in IRTC in Q1 2021 and has held it in 2 quarters since. The position peaked at $5K in Q1 2021. 186 funds tracked by Wall St. Rank hold IRTC as of Q3 2021.

  • Berman Capital Advisors held 18 shares of iRhythm Holdings worth $1K as of Q3 2021.
  • iRhythm Holdings was a new Berman Capital Advisors position in Q3 2021.
  • iRhythm Holdings made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1891 holding.
  • Berman Capital Advisors first reported a position in iRhythm Holdings in Q1 2021 and has held it in 2 quarters since.
  • Berman Capital Advisors's iRhythm Holdings position peaked at $5K in Q1 2021.
  • 186 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.