Cerity Partners
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Cerity Partners’s iRhythm Holdings IRTC Stock Holding History

Cerity 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
2024
Q3 		– Sell
-2,889
Closed -$311K – 2571
2024
Q2 		$311K Buy
2,889
+24
+0.8% +$2.45K ﹤0.01% 1796
2024
Q1 		$332K Buy
+2,865
New +$322K ﹤0.01% 1807
2023
Q3 		– Sell
-11,584
Closed -$1.21M – 1548
2023
Q2 		$1.21M Buy
11,584
+9,560
+472% +$1.15M ﹤0.01% 868
2023
Q1 		$251K Buy
+2,024
New +$220K ﹤0.01% 1620
2021
Q2 		– Sell
-1,921
Closed -$267K – 722
2021
Q1 		$267K Buy
+1,921
New +$344K 0.01% 580

Other funds holding IRTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Cerity Partners's IRTC Position: Q3 2024 in Review

Cerity Partners sold out of iRhythm Holdings (IRTC) in Q3 2024, closing a stake of 2,889 shares — an estimated $311K sold.

Cerity Partners first reported a position in IRTC in Q1 2021 and held it in 5 quarters. The position peaked at $1.21M in Q2 2023. 241 funds tracked by Wall St. Rank hold IRTC as of Q3 2024.

  • Cerity Partners reported no remaining iRhythm Holdings position as of Q3 2024 after selling out during the quarter.
  • Cerity Partners sold 2,889 iRhythm Holdings shares in Q3 2024, an estimated $311K.
  • Cerity Partners first reported a position in iRhythm Holdings in Q1 2021 and held it in 5 quarters.
  • Cerity Partners's iRhythm Holdings position peaked at $1.21M in Q2 2023.
  • 241 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.