Laurel Wealth Planning’s iRhythm Holdings IRTC Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-190	Closed	-$17.8K	–	120
2022 Q4	$17.8K	Hold	190	–	–	0.01%	135
2022 Q3	$24K	Hold	190	–	–	0.02%	125
2022 Q2	$21K	Hold	190	–	–	0.01%	135
2022 Q1	$30K	Hold	190	–	–	0.02%	142
2021 Q4	$22K	Hold	190	–	–	0.02%	112
2021 Q3	$11K	Hold	190	–	–	0.01%	138
2021 Q2	$13K	Hold	190	–	–	0.01%	90
2021 Q1	$26K	Buy	+190	New	+$34.1K	0.02%	74

Other funds holding IRTC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Laurel Wealth Planning's IRTC Position: Q1 2023 in Review

Laurel Wealth Planning sold out of iRhythm Holdings (IRTC) in Q1 2023, closing a stake of 190 shares — an estimated $17.8K sold.

Laurel Wealth Planning first reported a position in IRTC in Q1 2021 and held it in 8 quarters. The position peaked at $30K in Q1 2022. 208 funds tracked by Wall St. Rank hold IRTC as of Q1 2023.

Laurel Wealth Planning reported no remaining iRhythm Holdings position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 190 iRhythm Holdings shares in Q1 2023, an estimated $17.8K.
Laurel Wealth Planning first reported a position in iRhythm Holdings in Q1 2021 and held it in 8 quarters.
Laurel Wealth Planning's iRhythm Holdings position peaked at $30K in Q1 2022.
208 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.