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Coppell Advisory Solutions Corp’s Iron Mountain IRM Stock Holding History

Coppell Advisory Solutions 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
Q1 		$1.28M Buy
+15,950
New +$1.15M 0.24% 98
2023
Q1 		$887K Sell
17,128
-281
-2% -$14.7K 0.29% 88
2022
Q4 		$868K Buy
+17,409
New +$879K 0.29% 82

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

Coppell Advisory Solutions Corp's IRM Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Iron Mountain (IRM) in Q1 2024: 15,950 shares worth $1.28M. The stake represents 0.24% of the portfolio and ranks #98 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in IRM as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in IRM in Q4 2022 and has held it in 3 quarters since. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Coppell Advisory Solutions Corp held 15,950 shares of Iron Mountain worth $1.28M as of Q1 2024.
  • Iron Mountain was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Iron Mountain made up 0.24% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #98 holding.
  • Coppell Advisory Solutions Corp first reported a position in Iron Mountain in Q4 2022 and has held it in 3 quarters since.
  • 939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.