CWM
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Curi Wealth Management’s Iron Mountain IRM Stock Holding History

Curi Wealth Management’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 		– Sell
-4,191
Closed -$293K – 64
2023
Q4 		$293K Sell
4,191
-6
-0.1% -$376 0.04% 125
2023
Q3 		$250K Sell
4,197
-130
-3% -$7.94K 0.04% 132
2023
Q2 		$246K Hold
4,327
– – 0.03% 147
2023
Q1 		$229K Hold
4,327
– – 0.03% 149
2022
Q4 		$216K Buy
+4,327
New +$218K 0.03% 178
2022
Q3 		– Sell
-153
Closed -$7K – 436
2022
Q2 		$7K Buy
153
+150
+5,000% +$7.89K ﹤0.01% 421
2022
Q1 		$0 Hold
3
– – ﹤0.01% 581
2021
Q4 		$0 Buy
+3
New +$142 ﹤0.01% 543

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

Curi Wealth Management's IRM Position: Q1 2024 in Review

Curi Wealth Management sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 4,191 shares — an estimated $293K sold.

Curi Wealth Management first reported a position in IRM in Q4 2021 and held it in 8 quarters. The position peaked at $293K in Q4 2023. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Curi Wealth Management reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 4,191 Iron Mountain shares in Q1 2024, an estimated $293K.
  • Curi Wealth Management first reported a position in Iron Mountain in Q4 2021 and held it in 8 quarters.
  • Curi Wealth Management's Iron Mountain position peaked at $293K in Q4 2023.
  • 939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.