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WRF
Waddell & Reed Financial’s
iRhythm Holdings
IRTC
Stock Holding History
Waddell & Reed Financial’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
2021
Q1
–
Sell
-279,979
Closed
-$66.4M
–
492
2020
Q4
$66.4M
Sell
279,979
-13,545
-5%
-$3.09M
0.14%
184
2020
Q3
$69.9M
Buy
293,524
+22,855
+8%
+$4.04M
0.17%
157
2020
Q2
$31.4M
Sell
270,669
-28,357
-9%
-$3.13M
0.08%
259
2020
Q1
$24.3M
Buy
299,026
+29,484
+11%
+$2.44M
0.08%
256
2019
Q4
$18.4M
Sell
269,542
-373,261
-58%
-$25.3M
0.05%
354
2019
Q3
$47.6M
Buy
642,803
+23,737
+4%
+$1.84M
0.12%
193
2019
Q2
$49M
Buy
619,066
+95,394
+18%
+$6.95M
0.12%
208
2019
Q1
$39.3M
Sell
523,672
-68,165
-12%
-$5.83M
0.1%
253
2018
Q4
$41.1M
Buy
591,837
+129,035
+28%
+$9.78M
0.12%
221
2018
Q3
$43.8M
Buy
462,802
+444
+0.1%
+$38.7K
0.1%
241
2018
Q2
$37.5M
Sell
462,358
-14,940
-3%
-$1.04M
0.09%
258
2018
Q1
$30M
Sell
477,298
-3,530
-0.7%
-$219K
0.07%
276
2017
Q4
$26.9M
Buy
480,828
+77,466
+19%
+$4.05M
0.06%
295
2017
Q3
$20.9M
Sell
403,362
-14,400
-3%
-$652K
0.05%
332
2017
Q2
$17.8M
Sell
417,762
-3,770
-0.9%
-$137K
0.04%
354
2017
Q1
$15.8M
Sell
421,532
-42,410
-9%
-$1.46M
0.03%
374
2016
Q4
$13.9M
Buy
+463,942
New
+$12.5M
0.03%
377
Other funds holding IRTC
Sands Capital Management
Arlington, Virginia
$25.5B AUM
26.46%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BCM
Brown Capital Management
Baltimore, Maryland
$704M AUM
6.25%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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