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Childress Capital Advisors’s Iron Mountain IRM Stock Holding History

Childress Capital 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
Q2 		– Sell
-13,020
Closed -$1.04M – 227
2024
Q1 		$1.04M Sell
13,020
-2,598
-17% -$188K 0.3% 57
2023
Q4 		$1.09M Sell
15,618
-2,950
-16% -$185K 0.33% 51
2023
Q3 		$1.1M Buy
18,568
+668
+4% +$40.8K 0.36% 51
2023
Q2 		$1.02M Hold
17,900
– – 0.43% 37
2023
Q1 		$947K Sell
17,900
-13,888
-44% -$728K 0.42% 40
2022
Q4 		$1.58M Buy
31,788
+44
+0.1% +$2.22K 0.53% 30
2022
Q3 		$1.4M Sell
31,744
-2,000
-6% -$101K 0.54% 37
2022
Q2 		$1.64M Buy
33,744
+183
+0.5% +$9.63K 0.65% 28
2022
Q1 		$1.86M Buy
+33,561
New +$1.6M 0.65% 29

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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

Childress Capital Advisors's IRM Position: Q2 2024 in Review

Childress Capital Advisors sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 13,020 shares — an estimated $1.04M sold.

Childress Capital Advisors first reported a position in IRM in Q1 2022 and held it in 9 quarters. The position peaked at $1.86M in Q1 2022. 965 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

  • Childress Capital Advisors reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
  • Childress Capital Advisors sold 13,020 Iron Mountain shares in Q2 2024, an estimated $1.04M.
  • Childress Capital Advisors first reported a position in Iron Mountain in Q1 2022 and held it in 9 quarters.
  • Childress Capital Advisors's Iron Mountain position peaked at $1.86M in Q1 2022.
  • 965 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Childress Capital Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.