Comerica Securities’s Iron Mountain IRM Stock Holding History

Comerica Securities’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
2023 Q3	$271K	Sell	4,514 -184	-4%	-$11.2K	0.02%	379
2023 Q2	$270K	Buy	4,698 +410	+10%	+$22.4K	0.02%	398
2023 Q1	$230K	Sell	4,288 -159	-4%	-$8.33K	0.02%	435
2022 Q4	$224K	Sell	4,447 -29	-0.6%	-$1.46K	0.02%	452
2022 Q3	$200K	Buy	4,476 +12	+0.3%	+$606	0.02%	420
2022 Q2	$220K	Buy	4,464 +179	+4%	+$9.42K	0.02%	440
2022 Q1	$239K	Buy	+4,285	New	+$204K	0.02%	439
2017 Q2	–	Sell	-67,211	Closed	-$2.4M	–	392
2017 Q1	$2.4M	Buy	+67,211	New	+$2.38M	0.38%	82

Other funds holding IRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Comerica Securities's IRM Position: Q3 2023 in Review

Comerica Securities reduced its Iron Mountain (IRM) stake by 3.9% in Q3 2023, selling an estimated $11.2K and leaving 4,514 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #379.

Comerica Securities first reported a position in IRM in Q1 2017 and has held it in 8 quarters since. The position peaked at $2.4M in Q1 2017. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

Comerica Securities held 4,514 shares of Iron Mountain worth $271K as of Q3 2023.
Comerica Securities sold 184 Iron Mountain shares in Q3 2023, an estimated $11.2K.
Iron Mountain made up 0.02% of Comerica Securities's portfolio in Q3 2023, its #379 holding.
Comerica Securities first reported a position in Iron Mountain in Q1 2017 and has held it in 8 quarters since.
Comerica Securities's Iron Mountain position peaked at $2.4M in Q1 2017.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.