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Glassman Wealth Services’s iRhythm Holdings IRTC Stock Holding History

Glassman Wealth Services’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 		– Sell
-1
Closed – – 1825
2022
Q2 		$0 Sell
1
-3
-75% -$397 ﹤0.01% 1835
2022
Q1 		$1K Buy
+4
New +$514 ﹤0.01% 1421
2021
Q1 		– Sell
-13
Closed -$3K – 1519
2020
Q4 		$3K Buy
+13
New +$2.96K ﹤0.01% 980

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
LOM
LTS One Management New York $239M AUM 18.42% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Glassman Wealth Services's IRTC Position: Q3 2022 in Review

Glassman Wealth Services sold out of iRhythm Holdings (IRTC) in Q3 2022, closing a stake of 1 share.

Glassman Wealth Services first reported a position in IRTC in Q4 2020 and held it in 3 quarters. The position peaked at $3K in Q4 2020. 233 funds tracked by Wall St. Rank hold IRTC as of Q3 2022.

  • Glassman Wealth Services reported no remaining iRhythm Holdings position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 1 iRhythm Holdings share in Q3 2022.
  • Glassman Wealth Services first reported a position in iRhythm Holdings in Q4 2020 and held it in 3 quarters.
  • Glassman Wealth Services's iRhythm Holdings position peaked at $3K in Q4 2020.
  • 233 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.