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Venturi Wealth Management’s iRhythm Holdings IRTC Stock Holding History

Venturi Wealth Management’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
2024
Q3 		– Sell
-600
Closed -$64.6K – 1819
2024
Q2 		$64.6K Buy
+600
New +$61.3K ﹤0.01% 595

Other funds holding IRTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Venturi Wealth Management's IRTC Position: Q3 2024 in Review

Venturi Wealth Management sold out of iRhythm Holdings (IRTC) in Q3 2024, closing a stake of 600 shares — an estimated $64.6K sold.

Venturi Wealth Management first reported a position in IRTC in Q2 2024 and held it in 1 quarter. The position peaked at $64.6K in Q2 2024. 241 funds tracked by Wall St. Rank hold IRTC as of Q3 2024.

  • Venturi Wealth Management reported no remaining iRhythm Holdings position as of Q3 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 600 iRhythm Holdings shares in Q3 2024, an estimated $64.6K.
  • Venturi Wealth Management first reported a position in iRhythm Holdings in Q2 2024 and held it in 1 quarter.
  • Venturi Wealth Management's iRhythm Holdings position peaked at $64.6K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2024.

Based on Venturi Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.