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Laurel Wealth Advisors (California)’s iRhythm Holdings IRTC Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$274K Sell
2,925
-280
-9% -$30.5K 0.03% 533
2022
Q3 		$402K Hold
3,205
– – 0.04% 394
2022
Q2 		$346K Sell
3,205
-1,300
-29% -$172K 0.04% 454
2022
Q1 		$709K Hold
4,505
– – 0.06% 326
2021
Q4 		$530K Buy
+4,505
New +$413K 0.04% 434

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LOM
LTS One Management New York $239M AUM 18.42% 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
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IRTC Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iRhythm Holdings (IRTC) stake by 8.7% in Q4 2022, selling an estimated $30.5K and leaving 2,925 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #533.

Laurel Wealth Advisors (California) first reported a position in IRTC in Q4 2021 and has held it in 5 quarters since. The position peaked at $709K in Q1 2022. 208 funds tracked by Wall St. Rank hold IRTC as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,925 shares of iRhythm Holdings worth $274K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 280 iRhythm Holdings shares in Q4 2022, an estimated $30.5K.
  • iRhythm Holdings made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #533 holding.
  • Laurel Wealth Advisors (California) first reported a position in iRhythm Holdings in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s iRhythm Holdings position peaked at $709K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.