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Financial Gravity Asset Management’s Iron Mountain IRM Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-1
Closed -$78 – 1618
2024
Q1 		$78 Hold
1
– – ﹤0.01% 992
2023
Q4 		$71 Buy
+1
New +$63 ﹤0.01% 1103
2019
Q2 		– Sell
-7
Closed -$229 – 1441
2019
Q1 		$0 Buy
+7
New +$247 ﹤0.01% 1425
2018
Q3 		$6K Sell
185
-155
-46% -$5.52K 0.01% 685
2018
Q2 		$12K Buy
340
+288
+554% +$9.73K 0.01% 535
2018
Q1 		$2K Buy
+52
New +$1.75K ﹤0.01% 961

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's IRM Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 1 share — an estimated $78 sold.

Financial Gravity Asset Management first reported a position in IRM in Q1 2018 and held it in 6 quarters. The position peaked at $12K in Q2 2018. 966 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Iron Mountain share in Q2 2024, an estimated $78.
  • Financial Gravity Asset Management first reported a position in Iron Mountain in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's Iron Mountain position peaked at $12K in Q2 2018.
  • 966 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.