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Optimum Investment Advisors’s iRhythm Holdings IRTC Stock Holding History

Optimum Investment Advisors’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
-43
Closed -$5K – 842
2022
Q2 		$5K Buy
+43
New +$5.7K ﹤0.01% 679
2019
Q1 		– Sell
-200
Closed -$14K – 1015
2018
Q4 		$14K Sell
200
-400
-67% -$30.3K ﹤0.01% 710
2018
Q3 		$57K Hold
600
– – 0.02% 509
2018
Q2 		$49K Hold
600
– – 0.01% 532
2018
Q1 		$38K Buy
+600
New +$37.1K 0.01% 579

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

Optimum Investment Advisors's IRTC Position: Q3 2022 in Review

Optimum Investment Advisors sold out of iRhythm Holdings (IRTC) in Q3 2022, closing a stake of 43 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in IRTC in Q1 2018 and held it in 5 quarters. The position peaked at $57K in Q3 2018. 233 funds tracked by Wall St. Rank hold IRTC as of Q3 2022.

  • Optimum Investment Advisors reported no remaining iRhythm Holdings position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 43 iRhythm Holdings shares in Q3 2022, an estimated $5K.
  • Optimum Investment Advisors first reported a position in iRhythm Holdings in Q1 2018 and held it in 5 quarters.
  • Optimum Investment Advisors's iRhythm Holdings position peaked at $57K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.