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Iron Horse Wealth Management’s New Mountain Finance NMFC Stock Holding History

Iron Horse Wealth Management’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-700
Closed -$8.87K – 491
2024
Q1 		$8.87K Hold
700
– – ﹤0.01% 208
2023
Q4 		$8.9K Hold
700
– – ﹤0.01% 204
2023
Q3 		$9.06K Hold
700
– – ﹤0.01% 197
2023
Q2 		$8.71K Hold
700
– – ﹤0.01% 158
2023
Q1 		$8.52K Hold
700
– – ﹤0.01% 165
2022
Q4 		$9K Hold
700
– – ﹤0.01% 130
2022
Q3 		$8K Hold
700
– – 0.01% 92
2022
Q2 		$8K Hold
700
– – ﹤0.01% 131
2022
Q1 		$10K Buy
+700
New +$9.47K 0.01% 133

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Morgan Stanley
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DCM
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
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Iron Horse Wealth Management's NMFC Position: Q2 2024 in Review

Iron Horse Wealth Management sold out of New Mountain Finance (NMFC) in Q2 2024, closing a stake of 700 shares — an estimated $8.87K sold.

Iron Horse Wealth Management first reported a position in NMFC in Q1 2022 and held it in 9 quarters. The position peaked at $10K in Q1 2022. 164 funds tracked by Wall St. Rank hold NMFC as of Q2 2024.

  • Iron Horse Wealth Management reported no remaining New Mountain Finance position as of Q2 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 700 New Mountain Finance shares in Q2 2024, an estimated $8.87K.
  • Iron Horse Wealth Management first reported a position in New Mountain Finance in Q1 2022 and held it in 9 quarters.
  • Iron Horse Wealth Management's New Mountain Finance position peaked at $10K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2024.

Based on Iron Horse Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.