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First Citizens Bank & Trust’s Iron Mountain IRM Stock Holding History

First Citizens Bank & Trust’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
Q1 		– Sell
-4,832
Closed -$338K – 444
2023
Q4 		$338K Buy
+4,832
New +$303K 0.01% 288
2018
Q1 		– Sell
-42,898
Closed -$1.62M – 418
2017
Q4 		$1.62M Buy
+42,898
New +$1.7M 0.22% 123
2013
Q4 		– Sell
-17,365
Closed -$434K – 560
2013
Q3 		$434K Buy
17,365
+748
+5% +$19K 0.02% 773
2013
Q2 		$409K Buy
+16,617
New +$536K 0.02% 768

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

First Citizens Bank & Trust's IRM Position: Q1 2024 in Review

First Citizens Bank & Trust sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 4,832 shares — an estimated $338K sold.

First Citizens Bank & Trust first reported a position in IRM in Q2 2013 and held it in 4 quarters. The position peaked at $1.62M in Q4 2017. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • First Citizens Bank & Trust reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • First Citizens Bank & Trust sold 4,832 Iron Mountain shares in Q1 2024, an estimated $338K.
  • First Citizens Bank & Trust first reported a position in Iron Mountain in Q2 2013 and held it in 4 quarters.
  • First Citizens Bank & Trust's Iron Mountain position peaked at $1.62M in Q4 2017.
  • 940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on First Citizens Bank & Trust's 13F filing for Q1 2024, filed 15 Apr 2024.