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Empirical Wealth Management’s iRhythm Holdings IRTC Stock Holding History

Empirical Wealth Management’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
2024
Q2 		– Sell
-2,600
Closed -$302K – 572
2024
Q1 		$302K Hold
2,600
– – 0.01% 440
2023
Q4 		$278K Hold
2,600
– – 0.01% 412
2023
Q3 		$245K Hold
2,600
– – 0.01% 412
2023
Q2 		$271K Hold
2,600
– – 0.01% 385
2023
Q1 		$322K Hold
2,600
– – 0.01% 385
2022
Q4 		$244K Hold
2,600
– – 0.01% 407
2022
Q3 		$326K Hold
2,600
– – 0.02% 364
2022
Q2 		$281K Buy
+2,600
New +$344K 0.01% 397

Other funds holding IRTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Empirical Wealth Management's IRTC Position: Q2 2024 in Review

Empirical Wealth Management sold out of iRhythm Holdings (IRTC) in Q2 2024, closing a stake of 2,600 shares — an estimated $302K sold.

Empirical Wealth Management first reported a position in IRTC in Q2 2022 and held it in 8 quarters. The position peaked at $326K in Q3 2022. 228 funds tracked by Wall St. Rank hold IRTC as of Q2 2024.

  • Empirical Wealth Management reported no remaining iRhythm Holdings position as of Q2 2024 after selling out during the quarter.
  • Empirical Wealth Management sold 2,600 iRhythm Holdings shares in Q2 2024, an estimated $302K.
  • Empirical Wealth Management first reported a position in iRhythm Holdings in Q2 2022 and held it in 8 quarters.
  • Empirical Wealth Management's iRhythm Holdings position peaked at $326K in Q3 2022.
  • 228 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2024.

Based on Empirical Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.