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Plante Moran Financial Advisors’s iRhythm Holdings IRTC Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-100
Closed -$12K – 899
2021
Q4 		$12K Buy
+100
New +$9.17K ﹤0.01% 662

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
LOM
LTS One Management New York $239M AUM 18.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Plante Moran Financial Advisors's IRTC Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of iRhythm Holdings (IRTC) in Q1 2022, closing a stake of 100 shares — an estimated $12K sold.

Plante Moran Financial Advisors first reported a position in IRTC in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 222 funds tracked by Wall St. Rank hold IRTC as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining iRhythm Holdings position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 iRhythm Holdings shares in Q1 2022, an estimated $12K.
  • Plante Moran Financial Advisors first reported a position in iRhythm Holdings in Q4 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iRhythm Holdings position peaked at $12K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.