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Next Financial Group’s iRhythm Holdings IRTC Stock Holding History

Next Financial Group’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
2021
Q4 		$5K Hold
40
– – ﹤0.01% 2423
2021
Q3 		$2K Hold
40
– – ﹤0.01% 2486
2021
Q2 		$3K Buy
+40
New +$3.17K ﹤0.01% 2320

Other funds holding IRTC

Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Next Financial Group's IRTC Position: Q4 2021 in Review

Next Financial Group held its iRhythm Holdings (IRTC) position steady in Q4 2021 at 40 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

Next Financial Group first reported a position in IRTC in Q2 2021 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold IRTC as of Q4 2021.

  • Next Financial Group held 40 shares of iRhythm Holdings worth $5K as of Q4 2021.
  • Next Financial Group left its iRhythm Holdings share count unchanged in Q4 2021.
  • iRhythm Holdings made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2423 holding.
  • Next Financial Group first reported a position in iRhythm Holdings in Q2 2021 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.