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HighMark Wealth Management’s iRhythm Holdings IRTC Stock Holding History

HighMark 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
2022
Q3 		– Sell
-150
Closed -$16K – 537
2022
Q2 		$16K Buy
+150
New +$19.9K 0.01% 186

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

HighMark Wealth Management's IRTC Position: Q3 2022 in Review

HighMark Wealth Management sold out of iRhythm Holdings (IRTC) in Q3 2022, closing a stake of 150 shares — an estimated $16K sold.

HighMark Wealth Management first reported a position in IRTC in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 233 funds tracked by Wall St. Rank hold IRTC as of Q3 2022.

  • HighMark Wealth Management reported no remaining iRhythm Holdings position as of Q3 2022 after selling out during the quarter.
  • HighMark Wealth Management sold 150 iRhythm Holdings shares in Q3 2022, an estimated $16K.
  • HighMark Wealth Management first reported a position in iRhythm Holdings in Q2 2022 and held it in 1 quarter.
  • HighMark Wealth Management's iRhythm Holdings position peaked at $16K in Q2 2022.
  • 233 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2022.

Based on HighMark Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.