Ropes Wealth Advisors’s iRhythm Holdings IRTC Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-12	Closed	-$3K	–	504
2020 Q4	$3K	Buy	+12	New	+$2.73K	﹤0.01%	608

Other funds holding IRTC

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

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Ropes Wealth Advisors's IRTC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iRhythm Holdings (IRTC) in Q1 2021, closing a stake of 12 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in IRTC in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 217 funds tracked by Wall St. Rank hold IRTC as of Q1 2021.

Ropes Wealth Advisors reported no remaining iRhythm Holdings position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 12 iRhythm Holdings shares in Q1 2021, an estimated $3K.
Ropes Wealth Advisors first reported a position in iRhythm Holdings in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's iRhythm Holdings position peaked at $3K in Q4 2020.
217 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.