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Sowell Financial Services’s iRhythm Holdings IRTC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-70
Closed -$5K – 1603
2021
Q1 		$5K Hold
70
– – ﹤0.01% 2604
2020
Q4 		$17K Hold
70
– – ﹤0.01% 1801
2020
Q3 		$17K Hold
70
– – ﹤0.01% 1631
2020
Q2 		$8K Buy
70
+48
+218% +$5.29K ﹤0.01% 1763
2020
Q1 		$2K Buy
22
+1
+5% +$83 ﹤0.01% 2075
2019
Q4 		$1K Buy
21
+3
+17% +$204 ﹤0.01% 2355
2019
Q3 		$1K Buy
+18
New +$1.39K ﹤0.01% 2256

Other funds holding IRTC

Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's IRTC Position: Q2 2021 in Review

Sowell Financial Services sold out of iRhythm Holdings (IRTC) in Q2 2021, closing a stake of 70 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in IRTC in Q3 2019 and held it in 7 quarters. The position peaked at $17K in Q4 2020. 184 funds tracked by Wall St. Rank hold IRTC as of Q2 2021.

  • Sowell Financial Services reported no remaining iRhythm Holdings position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 70 iRhythm Holdings shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in iRhythm Holdings in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's iRhythm Holdings position peaked at $17K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.