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Financial Advocates Investment Management’s Iron Mountain IRM Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-2,576
Closed -$306K – 783
2024
Q3 		$306K Sell
2,576
-47
-2% -$5.03K 0.02% 594
2024
Q2 		$235K Buy
2,623
+7
+0.3% +$567 0.01% 635
2024
Q1 		$210K Buy
+2,616
New +$189K 0.01% 705
2022
Q4 		– Sell
-18,386
Closed -$204K – 817
2022
Q3 		$204K Buy
+18,386
New +$928K 0.02% 683
2022
Q2 		– Sell
-5,617
Closed -$311K – 736
2022
Q1 		$311K Buy
+5,617
New +$268K 0.02% 565
2021
Q3 		– Sell
-5,797
Closed -$246K – 764
2021
Q2 		$246K Sell
5,797
-663
-10% -$27.8K 0.02% 654
2021
Q1 		$239K Buy
+6,460
New +$216K 0.02% 674

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 $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 $1.88B AUM 29.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Advocates Investment Management's IRM Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 2,576 shares — an estimated $306K sold.

Financial Advocates Investment Management first reported a position in IRM in Q1 2021 and held it in 7 quarters. The position peaked at $311K in Q1 2022. 1,066 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,576 Iron Mountain shares in Q4 2024, an estimated $306K.
  • Financial Advocates Investment Management first reported a position in Iron Mountain in Q1 2021 and held it in 7 quarters.
  • Financial Advocates Investment Management's Iron Mountain position peaked at $311K in Q1 2022.
  • 1,066 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.