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C.M. Bidwell & Associates’s Iron Mountain IRM Stock Holding History

C.M. Bidwell & Associates’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
-1,295
Closed -$90.6K – 513
2023
Q4 		$90.6K Buy
1,295
+10
+0.8% +$627 0.07% 172
2023
Q3 		$76.4K Hold
1,285
– – 0.06% 259
2023
Q2 		$73K Hold
1,285
– – 0.05% 263
2023
Q1 		$68K Hold
1,285
– – 0.05% 269
2022
Q4 		$64.1K Buy
+1,285
New +$64.9K 0.05% 274
2021
Q4 		– Sell
-27
Closed -$1K – 587
2021
Q3 		$1K Hold
27
– – ﹤0.01% 543
2021
Q2 		$1K Buy
+27
New +$1.13K ﹤0.01% 544
2015
Q2 		– Sell
-9,105
Closed -$332K – 241
2015
Q1 		$332K Buy
+9,105
New +$352K 0.07% 114

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

C.M. Bidwell & Associates's IRM Position: Q1 2024 in Review

C.M. Bidwell & Associates sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 1,295 shares — an estimated $90.6K sold.

C.M. Bidwell & Associates first reported a position in IRM in Q1 2015 and held it in 8 quarters. The position peaked at $332K in Q1 2015. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • C.M. Bidwell & Associates reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,295 Iron Mountain shares in Q1 2024, an estimated $90.6K.
  • C.M. Bidwell & Associates first reported a position in Iron Mountain in Q1 2015 and held it in 8 quarters.
  • C.M. Bidwell & Associates's Iron Mountain position peaked at $332K in Q1 2015.
  • 940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2024, filed 14 May 2024.