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Crewe Advisors’s iRhythm Holdings IRTC Stock Holding History

Crewe Advisors’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
Q1 		– Sell
-28
Closed -$2.62K – 936
2022
Q4 		$2.62K Sell
28
-44
-61% -$4.79K ﹤0.01% 795
2022
Q3 		$9K Hold
72
– – ﹤0.01% 695
2022
Q2 		$8K Buy
+72
New +$9.54K ﹤0.01% 659

Other funds holding IRTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Crewe Advisors's IRTC Position: Q1 2023 in Review

Crewe Advisors sold out of iRhythm Holdings (IRTC) in Q1 2023, closing a stake of 28 shares — an estimated $2.62K sold.

Crewe Advisors first reported a position in IRTC in Q2 2022 and held it in 3 quarters. The position peaked at $9K in Q3 2022. 208 funds tracked by Wall St. Rank hold IRTC as of Q1 2023.

  • Crewe Advisors reported no remaining iRhythm Holdings position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 28 iRhythm Holdings shares in Q1 2023, an estimated $2.62K.
  • Crewe Advisors first reported a position in iRhythm Holdings in Q2 2022 and held it in 3 quarters.
  • Crewe Advisors's iRhythm Holdings position peaked at $9K in Q3 2022.
  • 208 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.