Baystate Wealth Management’s Iron Mountain IRM Stock Holding History

Baystate 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
2023 Q4	$32.8K	Buy	469 +5	+1%	+$314	﹤0.01%	458
2023 Q3	$27.6K	Buy	464 +5	+1%	+$306	﹤0.01%	428
2023 Q2	$26.1K	Buy	459 +6	+1%	+$328	﹤0.01%	424
2023 Q1	$24K	Buy	453 +5	+1%	+$262	﹤0.01%	435
2022 Q4	$22K	Buy	448 +6	+1%	+$303	﹤0.01%	445
2022 Q3	$19K	Buy	442 +6	+1%	+$303	﹤0.01%	435
2022 Q2	$21K	Buy	436 +5	+1%	+$263	﹤0.01%	442
2022 Q1	$24K	Buy	431 +5	+1%	+$238	﹤0.01%	423
2021 Q4	$22K	Buy	426 +6	+1%	+$284	﹤0.01%	454
2021 Q3	$18K	Buy	420 +6	+1%	+$270	﹤0.01%	442
2021 Q2	$18K	Buy	414 +7	+2%	+$294	﹤0.01%	430
2021 Q1	$15K	Buy	407 +8	+2%	+$267	﹤0.01%	423
2020 Q4	$12K	Buy	399 +9	+2%	+$250	﹤0.01%	411
2020 Q3	$10K	Buy	390 +9	+2%	+$256	﹤0.01%	394
2020 Q2	$10K	Buy	381 +10	+3%	+$253	﹤0.01%	391
2020 Q1	$9K	Buy	371 +7	+2%	+$212	﹤0.01%	377
2019 Q4	$12K	Buy	364 +7	+2%	+$230	﹤0.01%	386
2019 Q3	$12K	Buy	357 +7	+2%	+$220	﹤0.01%	345
2019 Q2	$11K	Hold	350	–	–	﹤0.01%	360
2019 Q1	$13K	Buy	+350	New	+$12.4K	﹤0.01%	352
2017 Q3	–	Sell	-2	Closed	-$1K	–	671
2017 Q2	$1K	Hold	2	–	–	﹤0.01%	581
2017 Q1	$1K	Buy	+2	New	+$71	﹤0.01%	546

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baystate Wealth Management's IRM Position: Q4 2023 in Review

Baystate Wealth Management increased its Iron Mountain (IRM) stake by 1.1% in Q4 2023, buying an estimated $314 and bringing the position to 469 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Baystate Wealth Management first reported a position in IRM in Q1 2017 and has held it in 22 quarters since. 892 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

Baystate Wealth Management held 469 shares of Iron Mountain worth $32.8K as of Q4 2023.
Baystate Wealth Management bought 5 Iron Mountain shares in Q4 2023, an estimated $314.
Iron Mountain made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #458 holding.
Baystate Wealth Management first reported a position in Iron Mountain in Q1 2017 and has held it in 22 quarters since.
892 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.