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Dowling & Yahnke’s iRhythm Holdings IRTC Stock Holding History

Dowling & Yahnke’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
Q3 		$1.14M Sell
9,085
-6,000
-40% -$866K 0.05% 212
2022
Q2 		$1.63M Buy
15,085
+1,975
+15% +$262K 0.08% 193
2022
Q1 		$2.06M Buy
13,110
+7,645
+140% +$982K 0.09% 174
2021
Q4 		$643K Buy
+5,465
New +$501K 0.03% 254

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 $26.9B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LOM
LTS One Management New York $251M AUM 20.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dowling & Yahnke's IRTC Position: Q3 2022 in Review

Dowling & Yahnke reduced its iRhythm Holdings (IRTC) stake by 40% in Q3 2022, selling an estimated $866K and leaving 9,085 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #212.

Dowling & Yahnke first reported a position in IRTC in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.06M in Q1 2022. 233 funds tracked by Wall St. Rank hold IRTC as of Q3 2022.

  • Dowling & Yahnke held 9,085 shares of iRhythm Holdings worth $1.14M as of Q3 2022.
  • Dowling & Yahnke sold 6,000 iRhythm Holdings shares in Q3 2022, an estimated $866K.
  • iRhythm Holdings made up 0.05% of Dowling & Yahnke's portfolio in Q3 2022, its #212 holding.
  • Dowling & Yahnke first reported a position in iRhythm Holdings in Q4 2021 and has held it in 4 quarters since.
  • Dowling & Yahnke's iRhythm Holdings position peaked at $2.06M in Q1 2022.
  • 233 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.