CWM
IRTC icon

CarsonAllaria Wealth Management’s iRhythm Holdings IRTC Stock Holding History

CarsonAllaria Wealth Management’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
Q4 		– Sell
-60
Closed -$5.66K – 369
2023
Q3 		$5.66K Sell
60
-25
-29% -$2.54K ﹤0.01% 251
2023
Q2 		$8.87K Hold
85
– – 0.01% 228
2023
Q1 		$10.5K Hold
85
– – 0.01% 211
2022
Q4 		$8K Hold
85
– – 0.01% 209
2022
Q3 		$11K Hold
85
– – 0.01% 180
2022
Q2 		$9K Hold
85
– – 0.01% 201
2022
Q1 		$13K Hold
85
– – 0.01% 178
2021
Q4 		$10K Buy
+85
New +$7.8K 0.01% 204

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

CarsonAllaria Wealth Management's IRTC Position: Q4 2023 in Review

CarsonAllaria Wealth Management sold out of iRhythm Holdings (IRTC) in Q4 2023, closing a stake of 60 shares — an estimated $5.66K sold.

CarsonAllaria Wealth Management first reported a position in IRTC in Q4 2021 and held it in 8 quarters. The position peaked at $13K in Q1 2022. 222 funds tracked by Wall St. Rank hold IRTC as of Q4 2023.

  • CarsonAllaria Wealth Management reported no remaining iRhythm Holdings position as of Q4 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 60 iRhythm Holdings shares in Q4 2023, an estimated $5.66K.
  • CarsonAllaria Wealth Management first reported a position in iRhythm Holdings in Q4 2021 and held it in 8 quarters.
  • CarsonAllaria Wealth Management's iRhythm Holdings position peaked at $13K in Q1 2022.
  • 222 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.