CWAF
IRM icon

Core Wealth Advisors (Florida)’s Iron Mountain IRM Stock Holding History

Core Wealth Advisors (Florida)’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
-43
Closed -$3.45K – 139
2024
Q1 		$3.45K Hold
43
– – ﹤0.01% 232
2023
Q4 		$3.01K Buy
+43
New +$2.7K ﹤0.01% 234
2021
Q1 		– Sell
-1,717
Closed -$51K – 187
2020
Q4 		$51K Buy
+1,717
New +$47.6K 0.05% 51

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IRM Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 43 shares — an estimated $3.45K sold.

Core Wealth Advisors (Florida) first reported a position in IRM in Q4 2020 and held it in 3 quarters. The position peaked at $51K in Q4 2020. 966 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 43 Iron Mountain shares in Q2 2024, an estimated $3.45K.
  • Core Wealth Advisors (Florida) first reported a position in Iron Mountain in Q4 2020 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s Iron Mountain position peaked at $51K in Q4 2020.
  • 966 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.