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Carroll Financial Associates’s Iron Mountain IRM Stock Holding History

Carroll Financial 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
2021
Q4 		$622K Buy
11,867
+233
+2% +$11K 0.03% 232
2021
Q3 		$505K Buy
11,634
+17
+0.1% +$765 0.03% 253
2021
Q2 		$491K Buy
11,617
+36
+0.3% +$1.51K 0.03% 259
2021
Q1 		$428K Sell
11,581
-411
-3% -$13.7K 0.03% 267
2020
Q4 		$353K Buy
11,992
+5,099
+74% +$141K 0.02% 275
2020
Q3 		$184K Sell
6,893
-55,143
-89% -$1.57M 0.01% 356
2020
Q2 		$1.62M Buy
62,036
+56,697
+1,062% +$1.43M 0.14% 100
2020
Q1 		$127K Sell
5,339
-454
-8% -$13.7K 0.01% 378
2019
Q4 		$184K Buy
5,793
+5,084
+717% +$167K 0.01% 377
2019
Q3 		$22K Sell
709
-827
-54% -$26K ﹤0.01% 799
2019
Q2 		$48K Buy
1,536
+832
+118% +$27.3K ﹤0.01% 626
2019
Q1 		$24K Sell
704
-30
-4% -$1.06K ﹤0.01% 704
2018
Q4 		$24K Buy
734
+4
+0.5% +$131 ﹤0.01% 626
2018
Q3 		$25K Buy
730
+148
+25% +$5.27K ﹤0.01% 649
2018
Q2 		$20K Buy
582
+437
+301% +$14.8K ﹤0.01% 674
2018
Q1 		$4K Buy
+145
New +$4.89K ﹤0.01% 1072

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carroll Financial Associates's IRM Position: Q4 2021 in Review

Carroll Financial Associates increased its Iron Mountain (IRM) stake by 2% in Q4 2021, buying an estimated $11K and bringing the position to 11,867 shares worth $622K. The position accounts for 0.03% of the portfolio, ranked #232.

Carroll Financial Associates first reported a position in IRM in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.62M in Q2 2020. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

  • Carroll Financial Associates held 11,867 shares of Iron Mountain worth $622K as of Q4 2021.
  • Carroll Financial Associates bought 233 Iron Mountain shares in Q4 2021, an estimated $11K.
  • Iron Mountain made up 0.03% of Carroll Financial Associates's portfolio in Q4 2021, its #232 holding.
  • Carroll Financial Associates first reported a position in Iron Mountain in Q1 2018 and has held it in 16 quarters since.
  • Carroll Financial Associates's Iron Mountain position peaked at $1.62M in Q2 2020.
  • 753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.