Concourse Financial Group Securities’s iRhythm Holdings IRTC Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-4	Closed	-$514	–	2301
2021 Q4	$0	Hold	4	–	–	﹤0.01%	2420
2021 Q3	$0	Sell	4 -200	-98%	-$10.6K	﹤0.01%	2444
2021 Q2	$14K	Hold	204	–	–	﹤0.01%	1759
2021 Q1	$28K	Hold	204	–	–	﹤0.01%	1453
2020 Q4	$48K	Sell	204 -21	-9%	-$4.79K	﹤0.01%	1167
2020 Q3	$54K	Hold	225	–	–	﹤0.01%	1029
2020 Q2	$26K	Hold	225	–	–	﹤0.01%	1203
2020 Q1	$18K	Buy	225 +8	+4%	+$663	﹤0.01%	1273
2019 Q4	$15K	Buy	217 +17	+9%	+$1.15K	﹤0.01%	1338
2019 Q3	$15K	Sell	200 -17	-8%	-$1.32K	﹤0.01%	1042
2019 Q2	$17K	Buy	+217	New	+$15.8K	﹤0.01%	1307

Other funds holding IRTC

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

LOM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concourse Financial Group Securities's IRTC Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of iRhythm Holdings (IRTC) in Q1 2022, closing a stake of 4 shares — an estimated $514 sold.

Concourse Financial Group Securities first reported a position in IRTC in Q2 2019 and held it in 11 quarters. The position peaked at $54K in Q3 2020. 222 funds tracked by Wall St. Rank hold IRTC as of Q1 2022.

Concourse Financial Group Securities reported no remaining iRhythm Holdings position as of Q1 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 4 iRhythm Holdings shares in Q1 2022, an estimated $514.
Concourse Financial Group Securities first reported a position in iRhythm Holdings in Q2 2019 and held it in 11 quarters.
Concourse Financial Group Securities's iRhythm Holdings position peaked at $54K in Q3 2020.
222 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.