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Wealthspire Advisors (Maryland)’s iRhythm Holdings IRTC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-50
Closed -$4K – 1213
2019
Q1 		$4K Buy
+50
New +$4.27K ﹤0.01% 1906

Other funds holding IRTC

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IRTC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iRhythm Holdings (IRTC) in Q2 2019, closing a stake of 50 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in IRTC in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 170 funds tracked by Wall St. Rank hold IRTC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iRhythm Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 50 iRhythm Holdings shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in iRhythm Holdings in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s iRhythm Holdings position peaked at $4K in Q1 2019.
  • 170 funds tracked by Wall St. Rank held iRhythm Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.