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DFPG Investments’s Iron Mountain IRM Stock Holding History

DFPG Investments’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
2023
Q4 		$435K Sell
6,572
-16
-0.2% -$1K 0.03% 440
2023
Q3 		$388K Buy
6,588
+826
+14% +$50.5K 0.04% 412
2023
Q2 		$359K Buy
5,762
+947
+20% +$51.8K 0.03% 440
2023
Q1 		$255K Buy
+4,815
New +$252K 0.03% 463

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

DFPG Investments's IRM Position: Q4 2023 in Review

DFPG Investments reduced its Iron Mountain (IRM) stake by 0.24% in Q4 2023, selling an estimated $1K and leaving 6,572 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #440.

DFPG Investments first reported a position in IRM in Q1 2023 and has held it in 4 quarters since. 891 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

  • DFPG Investments held 6,572 shares of Iron Mountain worth $435K as of Q4 2023.
  • DFPG Investments sold 16 Iron Mountain shares in Q4 2023, an estimated $1K.
  • Iron Mountain made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #440 holding.
  • DFPG Investments first reported a position in Iron Mountain in Q1 2023 and has held it in 4 quarters since.
  • 891 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.