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Cetera Advisors’s Iron Mountain IRM Stock Holding History

Cetera Advisors’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 		$5.57M Buy
69,505
+8,917
+15% +$645K 0.04% 421
2023
Q4 		$4.24M Sell
60,588
-7,713
-11% -$484K 0.06% 316
2023
Q3 		$4.06M Buy
68,301
+12,119
+22% +$741K 0.06% 295
2023
Q2 		$3.19M Sell
56,182
-2,060
-4% -$113K 0.05% 347
2023
Q1 		$3.08M Buy
58,242
+30,882
+113% +$1.62M 0.05% 336
2022
Q4 		$1.36M Sell
27,360
-21,561
-44% -$1.09M 0.02% 558
2022
Q3 		$2.15M Sell
48,921
-19,588
-29% -$989K 0.06% 342
2022
Q2 		$3.34M Buy
68,509
+1,975
+3% +$104K 0.08% 272
2022
Q1 		$3.69M Sell
66,534
-2,081
-3% -$99.1K 0.07% 276
2021
Q4 		$3.59M Sell
68,615
-408
-0.6% -$19.3K 0.07% 272
2021
Q3 		$3M Buy
69,023
+4,776
+7% +$215K 0.06% 315
2021
Q2 		$2.72M Sell
64,247
-1,687
-3% -$70.8K 0.06% 298
2021
Q1 		$2.44M Sell
65,934
-316
-0.5% -$10.6K 0.07% 275
2020
Q4 		$1.95M Sell
66,250
-18,946
-22% -$526K 0.06% 278
2020
Q3 		$2.28M Sell
85,196
-5,090
-6% -$145K 0.09% 219
2020
Q2 		$2.36M Sell
90,286
-24,920
-22% -$629K 0.1% 199
2020
Q1 		$2.74M Buy
115,206
+31,724
+38% +$960K 0.15% 156
2019
Q4 		$2.67M Buy
83,482
+340
+0.4% +$11.1K 0.11% 179
2019
Q3 		$2.7M Buy
83,142
+7,060
+9% +$222K 0.12% 171
2019
Q2 		$2.38M Buy
76,082
+9,822
+15% +$322K 0.11% 190
2019
Q1 		$2.35M Buy
66,260
+58,413
+744% +$2.06M 0.12% 172
2018
Q4 		$254K Sell
7,847
-3,121
-28% -$102K 0.01% 682
2018
Q3 		$378K Sell
10,968
-1,647
-13% -$58.7K 0.02% 657
2018
Q2 		$441K Sell
12,615
-499
-4% -$16.9K 0.03% 543
2018
Q1 		$431K Sell
13,114
-1,245
-9% -$42K 0.03% 509
2017
Q4 		$543K Buy
+14,359
New +$570K 0.03% 419
2015
Q2 		– Sell
-5,938
Closed -$217K – 732
2015
Q1 		$217K Buy
+5,938
New +$229K 0.02% 608

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 $3.37T AUM 44.26% 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

Cetera Advisors's IRM Position: Q1 2024 in Review

Cetera Advisors increased its Iron Mountain (IRM) stake by 15% in Q1 2024, buying an estimated $645K and bringing the position to 69,505 shares worth $5.57M. The position accounts for 0.04% of the portfolio, ranked #421.

Cetera Advisors first reported a position in IRM in Q1 2015 and has held it in 27 quarters since. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Cetera Advisors held 69,505 shares of Iron Mountain worth $5.57M as of Q1 2024.
  • Cetera Advisors bought 8,917 Iron Mountain shares in Q1 2024, an estimated $645K.
  • Iron Mountain made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #421 holding.
  • Cetera Advisors first reported a position in Iron Mountain in Q1 2015 and has held it in 27 quarters since.
  • 940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

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