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Stonebridge Financial Planning Group’s iRhythm Holdings IRTC Stock Holding History

Stonebridge Financial Planning Group’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
Q3 		– Sell
-20
Closed -$1K – 418
2021
Q2 		$1K Hold
20
– – ﹤0.01% 412
2021
Q1 		$2K Hold
20
– – ﹤0.01% 407
2020
Q4 		$5K Hold
20
– – ﹤0.01% 360
2020
Q3 		$5K Sell
20
-20
-50% -$3.54K ﹤0.01% 350
2020
Q2 		$5K Hold
40
– – ﹤0.01% 353
2020
Q1 		$3K Hold
40
– – ﹤0.01% 383
2019
Q4 		$3K Buy
+40
New +$2.71K ﹤0.01% 339

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
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 $1.56T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stonebridge Financial Planning Group's IRTC Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of iRhythm Holdings (IRTC) in Q3 2021, closing a stake of 20 shares — an estimated $1K sold.

Stonebridge Financial Planning Group first reported a position in IRTC in Q4 2019 and held it in 7 quarters. The position peaked at $5K in Q4 2020. 186 funds tracked by Wall St. Rank hold IRTC as of Q3 2021.

  • Stonebridge Financial Planning Group reported no remaining iRhythm Holdings position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 20 iRhythm Holdings shares in Q3 2021, an estimated $1K.
  • Stonebridge Financial Planning Group first reported a position in iRhythm Holdings in Q4 2019 and held it in 7 quarters.
  • Stonebridge Financial Planning Group's iRhythm Holdings position peaked at $5K in Q4 2020.
  • 186 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.