TFO Wealth Partners’s iRhythm Holdings IRTC Stock Holding History

TFO Wealth Partners’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	-3	Closed	-$313	–	1012
2023 Q3	$313	Buy	+3	New	+$305	﹤0.01%	640

Other funds holding IRTC

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

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

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

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

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

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

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

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

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

TFO Wealth Partners's IRTC Position: Q4 2023 in Review

TFO Wealth Partners sold out of iRhythm Holdings (IRTC) in Q4 2023, closing a stake of 3 shares — an estimated $313 sold.

TFO Wealth Partners first reported a position in IRTC in Q3 2023 and held it in 1 quarter. The position peaked at $313 in Q3 2023. 222 funds tracked by Wall St. Rank hold IRTC as of Q4 2023.

TFO Wealth Partners reported no remaining iRhythm Holdings position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 3 iRhythm Holdings shares in Q4 2023, an estimated $313.
TFO Wealth Partners first reported a position in iRhythm Holdings in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's iRhythm Holdings position peaked at $313 in Q3 2023.
222 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.