FinTrust Capital Advisors’s Iron Mountain IRM Stock Holding History

FinTrust Capital 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 Q3	$147K	Hold	1,240	–	–	0.02%	362
2024 Q2	$111K	Buy	1,240 +240	+24%	+$19.4K	0.02%	385
2024 Q1	$80.2K	Sell	1,000 -240	-19%	-$17.4K	0.02%	422
2023 Q4	$86.8K	Hold	1,240	–	–	0.02%	394
2023 Q3	$73.7K	Buy	1,240 +240	+24%	+$14.7K	0.02%	401
2023 Q2	$49.9K	Hold	1,000	–	–	0.01%	444
2023 Q1	$49.9K	Hold	1,000	–	–	0.01%	442
2022 Q4	$49.9K	Buy	+1,000	New	+$50.5K	0.01%	443
2021 Q2	–	Sell	-112	Closed	-$4K	–	1192
2021 Q1	$4K	Buy	+112	New	+$3.75K	﹤0.01%	1044
2020 Q1	–	Sell	-300	Closed	-$10K	–	1131
2019 Q4	$10K	Buy	+300	New	+$9.84K	﹤0.01%	743
2019 Q2	–	Sell	-30	Closed	-$1K	–	1148
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	1193
2018 Q4	$1K	Buy	+30	New	+$984	﹤0.01%	1210

Other funds holding IRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

FinTrust Capital Advisors's IRM Position: Q3 2024 in Review

FinTrust Capital Advisors held its Iron Mountain (IRM) position steady in Q3 2024 at 1,240 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #362.

FinTrust Capital Advisors first reported a position in IRM in Q4 2018 and has held it in 12 quarters since. 1,052 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

FinTrust Capital Advisors held 1,240 shares of Iron Mountain worth $147K as of Q3 2024.
FinTrust Capital Advisors left its Iron Mountain share count unchanged in Q3 2024.
Iron Mountain made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #362 holding.
FinTrust Capital Advisors first reported a position in Iron Mountain in Q4 2018 and has held it in 12 quarters since.
1,052 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.