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Carmel Capital Partners’s iRhythm Holdings IRTC Stock Holding History

Carmel Capital Partners’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
Q3 		– Sell
-425
Closed -$44.3K – 766
2023
Q2 		$44.3K Sell
425
-35
-8% -$4.2K 0.02% 211
2023
Q1 		$57.1K Buy
+460
New +$49.9K 0.03% 234

Other funds holding IRTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Carmel Capital Partners's IRTC Position: Q3 2023 in Review

Carmel Capital Partners sold out of iRhythm Holdings (IRTC) in Q3 2023, closing a stake of 425 shares — an estimated $44.3K sold.

Carmel Capital Partners first reported a position in IRTC in Q1 2023 and held it in 2 quarters. The position peaked at $57.1K in Q1 2023. 223 funds tracked by Wall St. Rank hold IRTC as of Q3 2023.

  • Carmel Capital Partners reported no remaining iRhythm Holdings position as of Q3 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 425 iRhythm Holdings shares in Q3 2023, an estimated $44.3K.
  • Carmel Capital Partners first reported a position in iRhythm Holdings in Q1 2023 and held it in 2 quarters.
  • Carmel Capital Partners's iRhythm Holdings position peaked at $57.1K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2023.

Based on Carmel Capital Partners's 13F filing for Q3 2023, filed 27 Oct 2023.