SFS
IRTC icon

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 – 1604
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 $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 $5.7T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return