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Confluence Wealth Services’s iRhythm Holdings IRTC Stock Holding History

Confluence Wealth Services’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
-79
Closed -$9K – 685
2021
Q4 		$9K Buy
+79
New +$7.25K ﹤0.01% 947

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
LOM
LTS One Management New York $239M AUM 18.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Confluence Wealth Services's IRTC Position: Q1 2022 in Review

Confluence Wealth Services sold out of iRhythm Holdings (IRTC) in Q1 2022, closing a stake of 79 shares — an estimated $9K sold.

Confluence Wealth Services first reported a position in IRTC in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 222 funds tracked by Wall St. Rank hold IRTC as of Q1 2022.

  • Confluence Wealth Services reported no remaining iRhythm Holdings position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 79 iRhythm Holdings shares in Q1 2022, an estimated $9K.
  • Confluence Wealth Services first reported a position in iRhythm Holdings in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iRhythm Holdings position peaked at $9K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.