Castle Financial & Retirement Planning Associates’s Iron Mountain IRM Stock Holding History

Castle Financial & Retirement Planning 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	$4K	Buy	+100	New	+$4.73K	0.01%	142

Other funds holding IRM

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's IRM Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Iron Mountain (IRM) in Q4 2021: 100 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #142 among its holdings.

753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

Castle Financial & Retirement Planning Associates held 100 shares of Iron Mountain worth $4K as of Q4 2021.
Iron Mountain was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Iron Mountain made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #142 holding.
753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.