TCI Wealth Advisors’s iRhythm Holdings IRTC Stock Holding History

TCI 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
2023 Q2	–	Sell	-91	Closed	-$11.3K	–	1193
2023 Q1	$11.3K	Hold	91	–	–	﹤0.01%	1011
2022 Q4	$8.52K	Hold	91	–	–	﹤0.01%	1176
2022 Q3	$11K	Hold	91	–	–	﹤0.01%	967
2022 Q2	$10K	Hold	91	–	–	﹤0.01%	1009
2022 Q1	$14K	Hold	91	–	–	﹤0.01%	881
2021 Q4	$11K	Buy	+91	New	+$8.35K	﹤0.01%	1093
2021 Q3	–	Sell	-72	Closed	-$5K	–	2476
2021 Q2	$5K	Buy	72 +19	+36%	+$1.51K	﹤0.01%	1449
2021 Q1	$7K	Buy	+53	New	+$9.5K	﹤0.01%	1058

Other funds holding IRTC

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

TCI Wealth Advisors's IRTC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iRhythm Holdings (IRTC) in Q2 2023, closing a stake of 91 shares — an estimated $11.3K sold.

TCI Wealth Advisors first reported a position in IRTC in Q1 2021 and held it in 8 quarters. The position peaked at $14K in Q1 2022. 203 funds tracked by Wall St. Rank hold IRTC as of Q2 2023.

TCI Wealth Advisors reported no remaining iRhythm Holdings position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 91 iRhythm Holdings shares in Q2 2023, an estimated $11.3K.
TCI Wealth Advisors first reported a position in iRhythm Holdings in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's iRhythm Holdings position peaked at $14K in Q1 2022.
203 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.