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CCG Wealth Management’s Iris Energy IREN Stock Holding History

CCG Wealth Management’s Portfolio IREN Stock Details IREN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,262
Closed -$150K – 74
2024
Q2 		$150K Hold
13,262
– – 0.08% 67
2024
Q1 		$71.6K Buy
+13,262
New +$72K 0.04% 69

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Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCG Wealth Management's IREN Position: Q3 2024 in Review

CCG Wealth Management sold out of Iris Energy (IREN) in Q3 2024, closing a stake of 13,262 shares — an estimated $150K sold.

CCG Wealth Management first reported a position in IREN in Q1 2024 and held it in 2 quarters. The position peaked at $150K in Q2 2024. 143 funds tracked by Wall St. Rank hold IREN as of Q3 2024.

  • CCG Wealth Management reported no remaining Iris Energy position as of Q3 2024 after selling out during the quarter.
  • CCG Wealth Management sold 13,262 Iris Energy shares in Q3 2024, an estimated $150K.
  • CCG Wealth Management first reported a position in Iris Energy in Q1 2024 and held it in 2 quarters.
  • CCG Wealth Management's Iris Energy position peaked at $150K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held Iris Energy as of Q3 2024.

Based on CCG Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.