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Carroll Financial Associates’s iRhythm Holdings IRTC Stock Holding History

Carroll Financial Associates’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
Q4 		$14K Hold
120
– – ﹤0.01% 1071
2021
Q3 		$7K Hold
120
– – ﹤0.01% 1315
2021
Q2 		$7K Hold
120
– – ﹤0.01% 1372
2021
Q1 		$16K Hold
120
– – ﹤0.01% 1085
2020
Q4 		$28K Hold
120
– – ﹤0.01% 839
2020
Q3 		$28K Hold
120
– – ﹤0.01% 785
2020
Q2 		$13K Hold
120
– – ﹤0.01% 968
2020
Q1 		$9K Buy
+120
New +$9.95K ﹤0.01% 976

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 $6.73T AUM 46.02% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Capital Research Global Investors
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Carroll Financial Associates's IRTC Position: Q4 2021 in Review

Carroll Financial Associates held its iRhythm Holdings (IRTC) position steady in Q4 2021 at 120 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Carroll Financial Associates first reported a position in IRTC in Q1 2020 and has held it in 8 quarters since. The position peaked at $28K in Q4 2020. 213 funds tracked by Wall St. Rank hold IRTC as of Q4 2021.

  • Carroll Financial Associates held 120 shares of iRhythm Holdings worth $14K as of Q4 2021.
  • Carroll Financial Associates left its iRhythm Holdings share count unchanged in Q4 2021.
  • iRhythm Holdings made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1071 holding.
  • Carroll Financial Associates first reported a position in iRhythm Holdings in Q1 2020 and has held it in 8 quarters since.
  • Carroll Financial Associates's iRhythm Holdings position peaked at $28K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.