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Colonial Trust Advisors’s Iron Mountain IRM Stock Holding History

Colonial Trust 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
-30
Closed -$2.41K – 900
2024
Q1 		$2.41K Sell
30
-82
-73% -$5.93K ﹤0.01% 779
2023
Q4 		$7.84K Hold
112
– – ﹤0.01% 538
2023
Q3 		$6.66K Sell
112
-3
-3% -$183 ﹤0.01% 564
2023
Q2 		$6.53K Hold
115
– – ﹤0.01% 586
2023
Q1 		$6.08K Sell
115
-16
-12% -$838 ﹤0.01% 590
2022
Q4 		$6.53K Buy
+131
New +$6.61K ﹤0.01% 580

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