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1900 Wealth Management’s Iron Mountain IRM Stock Holding History

1900 Wealth Management’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,065
Closed -$214K – 262
2023
Q4 		$214K Sell
3,065
-1,320
-30% -$82.8K 0.02% 281
2023
Q3 		$261K Buy
+4,385
New +$268K 0.03% 258

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1900 Wealth Management's IRM Position: Q1 2024 in Review

1900 Wealth Management sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 3,065 shares — an estimated $214K sold.

1900 Wealth Management first reported a position in IRM in Q3 2023 and held it in 2 quarters. The position peaked at $261K in Q3 2023. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • 1900 Wealth Management reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • 1900 Wealth Management sold 3,065 Iron Mountain shares in Q1 2024, an estimated $214K.
  • 1900 Wealth Management first reported a position in Iron Mountain in Q3 2023 and held it in 2 quarters.
  • 1900 Wealth Management's Iron Mountain position peaked at $261K in Q3 2023.
  • 939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on 1900 Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.