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Connectus Wealth’s Iron Mountain IRM Stock Holding History

Connectus Wealth’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 		$2.48M Sell
30,700
-2,655
-8% -$192K 0.07% 163
2023
Q4 		$2.36M Sell
33,355
-18,568
-36% -$1.16M 0.05% 242
2023
Q3 		$3.09M Buy
+51,923
New +$3.17M 0.07% 212

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

Connectus Wealth's IRM Position: Q1 2024 in Review

Connectus Wealth reduced its Iron Mountain (IRM) stake by 8% in Q1 2024, selling an estimated $192K and leaving 30,700 shares worth $2.48M. The position accounts for 0.07% of the portfolio, ranked #163.

Connectus Wealth first reported a position in IRM in Q3 2023 and has held it in 3 quarters since. The position peaked at $3.09M in Q3 2023. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Connectus Wealth held 30,700 shares of Iron Mountain worth $2.48M as of Q1 2024.
  • Connectus Wealth sold 2,655 Iron Mountain shares in Q1 2024, an estimated $192K.
  • Iron Mountain made up 0.07% of Connectus Wealth's portfolio in Q1 2024, its #163 holding.
  • Connectus Wealth first reported a position in Iron Mountain in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's Iron Mountain position peaked at $3.09M in Q3 2023.
  • 939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.