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Consolidated Planning Corp’s Iron Mountain IRM Stock Holding History

Consolidated Planning Corp’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
Q3 		– Sell
-4,663
Closed -$418K – 208
2024
Q2 		$418K Buy
4,663
+1,452
+45% +$118K 0.07% 121
2024
Q1 		$258K Sell
3,211
-790
-20% -$57.2K 0.04% 155
2023
Q4 		$280K Buy
+4,001
New +$251K 0.05% 131
2022
Q3 		– Sell
-65,831
Closed -$3.21M – 119
2022
Q2 		$3.21M Buy
+65,831
New +$3.46M 1% 30
2021
Q4 		– Sell
-2
Closed – – 246
2021
Q3 		$0 Buy
+2
New +$90 ﹤0.01% 469

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Consolidated Planning Corp's IRM Position: Q3 2024 in Review

Consolidated Planning Corp sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 4,663 shares — an estimated $418K sold.

Consolidated Planning Corp first reported a position in IRM in Q3 2021 and held it in 5 quarters. The position peaked at $3.21M in Q2 2022. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Consolidated Planning Corp reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 4,663 Iron Mountain shares in Q3 2024, an estimated $418K.
  • Consolidated Planning Corp first reported a position in Iron Mountain in Q3 2021 and held it in 5 quarters.
  • Consolidated Planning Corp's Iron Mountain position peaked at $3.21M in Q2 2022.
  • 1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Consolidated Planning Corp's 13F filing for Q3 2024, filed 31 Oct 2024.