C2C Wealth Management’s Iron Mountain IRM Stock Holding History

C2C 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	–	Sell	-12,973	Closed	-$756K	–	155
2023 Q3	$756K	Sell	12,973 -117	-0.9%	-$7.15K	0.11%	101
2023 Q2	$802K	Sell	13,090 -600	-4%	-$32.8K	0.11%	103
2023 Q1	$742K	Buy	+13,690	New	+$717K	0.12%	105

Other funds holding IRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

C2C Wealth Management's IRM Position: Q4 2023 in Review

C2C Wealth Management sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 12,973 shares — an estimated $756K sold.

C2C Wealth Management first reported a position in IRM in Q1 2023 and held it in 3 quarters. The position peaked at $802K in Q2 2023. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

C2C Wealth Management reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 12,973 Iron Mountain shares in Q4 2023, an estimated $756K.
C2C Wealth Management first reported a position in Iron Mountain in Q1 2023 and held it in 3 quarters.
C2C Wealth Management's Iron Mountain position peaked at $802K in Q2 2023.
891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.