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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return