Bogart Wealth LLC’s iRhythm Holdings IRTC Stock Holding History

Bogart Wealth LLC’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
2022 Q4	–	Sell	-25	Closed	-$3K	–	1126
2022 Q3	$3K	Buy	+25	New	+$3.61K	﹤0.01%	776

Other funds holding IRTC

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

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

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

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

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

LOM

LTS One Management New York $239M AUM 18.42% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Bogart Wealth LLC's IRTC Position: Q4 2022 in Review

Bogart Wealth LLC sold out of iRhythm Holdings (IRTC) in Q4 2022, closing a stake of 25 shares — an estimated $3K sold.

Bogart Wealth LLC first reported a position in IRTC in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 208 funds tracked by Wall St. Rank hold IRTC as of Q4 2022.

Bogart Wealth LLC reported no remaining iRhythm Holdings position as of Q4 2022 after selling out during the quarter.
Bogart Wealth LLC sold 25 iRhythm Holdings shares in Q4 2022, an estimated $3K.
Bogart Wealth LLC first reported a position in iRhythm Holdings in Q3 2022 and held it in 1 quarter.
Bogart Wealth LLC's iRhythm Holdings position peaked at $3K in Q3 2022.
208 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.