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FDx Advisors’s Iron Mountain IRM Stock Holding History

FDx Advisors’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
Q4 		– Sell
-1,836
Closed -$218K – 194
2024
Q3 		$218K Sell
1,836
-557
-23% -$59.6K 0.06% 194
2024
Q2 		$214K Sell
2,393
-619
-21% -$50.1K 0.06% 190
2024
Q1 		$242K Sell
3,012
-936
-24% -$67.7K 0.04% 315
2023
Q4 		$276K Sell
3,948
-105
-3% -$6.59K 0.02% 543
2023
Q3 		$241K Buy
4,053
+218
+6% +$13.3K 0.02% 545
2023
Q2 		$218K Sell
3,835
-5,980
-61% -$327K 0.01% 699
2023
Q1 		$489K Hold
9,815
– – 0.02% 421
2022
Q4 		$489K Sell
9,815
-156
-2% -$7.88K 0.02% 421
2022
Q3 		$438K Sell
9,971
-333
-3% -$16.8K 0.02% 436
2022
Q2 		$502K Buy
10,304
+3
+0% +$158 0.02% 478
2022
Q1 		$571K Buy
+10,301
New +$491K 0.02% 471
2017
Q2 		– Sell
-7,311
Closed -$261K – 1214
2017
Q1 		$261K Buy
+7,311
New +$259K 0.01% 1023

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDx Advisors's IRM Position: Q4 2024 in Review

FDx Advisors sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 1,836 shares — an estimated $218K sold.

FDx Advisors first reported a position in IRM in Q1 2017 and held it in 12 quarters. The position peaked at $571K in Q1 2022. 1,067 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • FDx Advisors reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • FDx Advisors sold 1,836 Iron Mountain shares in Q4 2024, an estimated $218K.
  • FDx Advisors first reported a position in Iron Mountain in Q1 2017 and held it in 12 quarters.
  • FDx Advisors's Iron Mountain position peaked at $571K in Q1 2022.
  • 1,067 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on FDx Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.