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Beacon Bridge Wealth Partners’s Iron Mountain IRM Stock Holding History

Beacon Bridge Wealth Partners’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
-2,948
Closed -$206K – 103
2023
Q4 		$206K Sell
2,948
-425
-13% -$26.7K 0.1% 104
2023
Q3 		$201K Buy
+3,373
New +$206K 0.11% 98

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

Beacon Bridge Wealth Partners's IRM Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 2,948 shares — an estimated $206K sold.

Beacon Bridge Wealth Partners first reported a position in IRM in Q3 2023 and held it in 2 quarters. The position peaked at $206K in Q4 2023. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Beacon Bridge Wealth Partners reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 2,948 Iron Mountain shares in Q1 2024, an estimated $206K.
  • Beacon Bridge Wealth Partners first reported a position in Iron Mountain in Q3 2023 and held it in 2 quarters.
  • Beacon Bridge Wealth Partners's Iron Mountain position peaked at $206K in Q4 2023.
  • 939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.