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Focused Wealth Management’s iRhythm Holdings IRTC Stock Holding History

Focused 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
Q1 		– Sell
-400
Closed -$42.8K – 562
2023
Q4 		$42.8K Hold
400
– – 0.01% 325
2023
Q3 		$37.7K Hold
400
– – 0.01% 329
2023
Q2 		$41.7K Hold
400
– – 0.01% 331
2023
Q1 		$49.6K Hold
400
– – 0.01% 310
2022
Q4 		$37.5K Hold
400
– – 0.01% 340
2022
Q3 		$50K Buy
+400
New +$57.8K 0.01% 281

Other funds holding IRTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Focused Wealth Management's IRTC Position: Q1 2024 in Review

Focused Wealth Management sold out of iRhythm Holdings (IRTC) in Q1 2024, closing a stake of 400 shares — an estimated $42.8K sold.

Focused Wealth Management first reported a position in IRTC in Q3 2022 and held it in 6 quarters. The position peaked at $50K in Q3 2022. 253 funds tracked by Wall St. Rank hold IRTC as of Q1 2024.

  • Focused Wealth Management reported no remaining iRhythm Holdings position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 400 iRhythm Holdings shares in Q1 2024, an estimated $42.8K.
  • Focused Wealth Management first reported a position in iRhythm Holdings in Q3 2022 and held it in 6 quarters.
  • Focused Wealth Management's iRhythm Holdings position peaked at $50K in Q3 2022.
  • 253 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.