SW
IRON icon

Simplicity Wealth’s Disc Medicine IRON Stock Holding History

Simplicity Wealth’s Portfolio IRON Stock Details IRON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,566
Closed -$284K – 1278
2024
Q1 		$284K Buy
+4,566
New +$296K 0.01% 937

Other funds holding IRON

PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Simplicity Wealth's IRON Position: Q2 2024 in Review

Simplicity Wealth sold out of Disc Medicine (IRON) in Q2 2024, closing a stake of 4,566 shares — an estimated $284K sold.

Simplicity Wealth first reported a position in IRON in Q1 2024 and held it in 1 quarter. The position peaked at $284K in Q1 2024. 121 funds tracked by Wall St. Rank hold IRON as of Q2 2024.

  • Simplicity Wealth reported no remaining Disc Medicine position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 4,566 Disc Medicine shares in Q2 2024, an estimated $284K.
  • Simplicity Wealth first reported a position in Disc Medicine in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's Disc Medicine position peaked at $284K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.