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Cetera Advisor Networks’s Iron Mountain IRM Stock Holding History

Cetera Advisor Networks’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 		$11.2M Buy
139,316
+6,531
+5% +$473K 0.06% 351
2023
Q4 		$9.29M Sell
132,785
-4,394
-3% -$276K 0.05% 370
2023
Q3 		$8.16M Buy
137,179
+8,745
+7% +$534K 0.05% 360
2023
Q2 		$7.3M Buy
128,434
+4,843
+4% +$265K 0.05% 369
2023
Q1 		$6.54M Buy
123,591
+9,420
+8% +$494K 0.05% 384
2022
Q4 		$5.69M Buy
114,171
+13,560
+13% +$685K 0.05% 416
2022
Q3 		$4.42M Buy
100,611
+17,312
+21% +$874K 0.05% 355
2022
Q2 		$4.05M Buy
83,299
+3,110
+4% +$164K 0.05% 369
2022
Q1 		$4.44M Buy
80,189
+5,334
+7% +$254K 0.05% 343
2021
Q4 		$3.92M Buy
74,855
+793
+1% +$37.5K 0.05% 369
2021
Q3 		$3.22M Buy
74,062
+3,849
+5% +$173K 0.04% 391
2021
Q2 		$2.97M Buy
70,213
+13,634
+24% +$572K 0.04% 403
2021
Q1 		$2.09M Buy
56,579
+2,066
+4% +$69.1K 0.04% 358
2020
Q4 		$1.61M Buy
54,513
+5,556
+11% +$154K 0.04% 383
2020
Q3 		$1.31M Sell
48,957
-23,454
-32% -$667K 0.03% 399
2020
Q2 		$1.89M Buy
72,411
+27,190
+60% +$687K 0.05% 306
2020
Q1 		$1.08M Sell
45,221
-2,069
-4% -$62.6K 0.04% 391
2019
Q4 		$1.5M Buy
47,290
+5,376
+13% +$176K 0.04% 374
2019
Q3 		$1.35M Sell
41,914
-119
-0.3% -$3.74K 0.04% 377
2019
Q2 		$1.32M Buy
42,033
+18,958
+82% +$621K 0.04% 366
2019
Q1 		$818K Sell
23,075
-55
-0.2% -$1.94K 0.03% 508
2018
Q4 		$745K Buy
23,130
+4,324
+23% +$142K 0.03% 458
2018
Q3 		$647K Buy
18,806
+5,478
+41% +$195K 0.02% 554
2018
Q2 		$471K Buy
13,328
+4,604
+53% +$156K 0.02% 494
2018
Q1 		$288K Buy
+8,724
New +$294K 0.01% 685

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

Cetera Advisor Networks's IRM Position: Q1 2024 in Review

Cetera Advisor Networks increased its Iron Mountain (IRM) stake by 4.9% in Q1 2024, buying an estimated $473K and bringing the position to 139,316 shares worth $11.2M. The position accounts for 0.06% of the portfolio, ranked #351.

Cetera Advisor Networks first reported a position in IRM in Q1 2018 and has held it in 25 quarters since. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Cetera Advisor Networks held 139,316 shares of Iron Mountain worth $11.2M as of Q1 2024.
  • Cetera Advisor Networks bought 6,531 Iron Mountain shares in Q1 2024, an estimated $473K.
  • Iron Mountain made up 0.06% of Cetera Advisor Networks's portfolio in Q1 2024, its #351 holding.
  • Cetera Advisor Networks first reported a position in Iron Mountain in Q1 2018 and has held it in 25 quarters since.
  • 940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.