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Ellevest Inc’s iRhythm Holdings IRTC Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-3
Closed -$372 – 973
2023
Q1 		$372 Buy
3
+2
+200% +$217 ﹤0.01% 1709
2022
Q4 		$94 Sell
1
-9
-90% -$980 ﹤0.01% 1760
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1470
2022
Q2 		$1K Buy
10
+9
+900% +$1.19K ﹤0.01% 1274
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1515
2021
Q4 		$0 Buy
+1
New +$92 ﹤0.01% 1536

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Ellevest Inc's IRTC Position: Q2 2023 in Review

Ellevest Inc sold out of iRhythm Holdings (IRTC) in Q2 2023, closing a stake of 3 shares — an estimated $372 sold.

Ellevest Inc first reported a position in IRTC in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 203 funds tracked by Wall St. Rank hold IRTC as of Q2 2023.

  • Ellevest Inc reported no remaining iRhythm Holdings position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 3 iRhythm Holdings shares in Q2 2023, an estimated $372.
  • Ellevest Inc first reported a position in iRhythm Holdings in Q4 2021 and held it in 6 quarters.
  • Ellevest Inc's iRhythm Holdings position peaked at $1K in Q3 2022.
  • 203 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.