TrueWealth LLC’s iRhythm Holdings IRTC Stock Holding History

TrueWealth LLC’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
2018 Q4	–	Sell	-16	Closed	-$2K	–	772
2018 Q3	$2K	Buy	+16	New	+$1.39K	﹤0.01%	726

Other funds holding IRTC

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

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

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TrueWealth LLC's IRTC Position: Q4 2018 in Review

TrueWealth LLC sold out of iRhythm Holdings (IRTC) in Q4 2018, closing a stake of 16 shares — an estimated $2K sold.

TrueWealth LLC first reported a position in IRTC in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 160 funds tracked by Wall St. Rank hold IRTC as of Q4 2018.

TrueWealth LLC reported no remaining iRhythm Holdings position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 16 iRhythm Holdings shares in Q4 2018, an estimated $2K.
TrueWealth LLC first reported a position in iRhythm Holdings in Q3 2018 and held it in 1 quarter.
TrueWealth LLC's iRhythm Holdings position peaked at $2K in Q3 2018.
160 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.