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SYSTM Wealth Solutions’s iRhythm Holdings IRTC Stock Holding History

SYSTM Wealth Solutions’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
2023
Q4 		– Sell
-13,051
Closed -$1.23M – 1015
2023
Q3 		$1.23M Buy
13,051
+1,103
+9% +$112K 0.19% 148
2023
Q2 		$1.25M Buy
11,948
+1,983
+20% +$238K 0.17% 169
2023
Q1 		$1.24M Buy
9,965
+3,699
+59% +$401K 0.19% 146
2022
Q4 		$587K Buy
+6,266
New +$682K 0.07% 312

Other funds holding IRTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

SYSTM Wealth Solutions's IRTC Position: Q4 2023 in Review

SYSTM Wealth Solutions sold out of iRhythm Holdings (IRTC) in Q4 2023, closing a stake of 13,051 shares — an estimated $1.23M sold.

SYSTM Wealth Solutions first reported a position in IRTC in Q4 2022 and held it in 4 quarters. The position peaked at $1.25M in Q2 2023. 222 funds tracked by Wall St. Rank hold IRTC as of Q4 2023.

  • SYSTM Wealth Solutions reported no remaining iRhythm Holdings position as of Q4 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 13,051 iRhythm Holdings shares in Q4 2023, an estimated $1.23M.
  • SYSTM Wealth Solutions first reported a position in iRhythm Holdings in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's iRhythm Holdings position peaked at $1.25M in Q2 2023.
  • 222 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.