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First Personal Financial Services’s Iron Mountain IRM Stock Holding History

First Personal Financial Services’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
-230
Closed -$16.1K – 389
2023
Q4 		$16.1K Sell
230
-60
-21% -$3.76K ﹤0.01% 275
2023
Q3 		$17.2K Sell
290
-100
-26% -$6.11K ﹤0.01% 274
2023
Q2 		$22.2K Hold
390
– – 0.01% 260
2023
Q1 		$20.6K Sell
390
-338
-46% -$17.7K 0.01% 273
2022
Q4 		$36.3K Sell
728
-57
-7% -$2.88K 0.01% 240
2022
Q3 		$35K Buy
+785
New +$39.6K 0.01% 231
2020
Q1 		– Sell
-20
Closed -$1K – 412
2019
Q4 		$1K Hold
20
– – ﹤0.01% 447
2019
Q3 		$1K Buy
+20
New +$628 ﹤0.01% 476

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 Personal Financial Services's IRM Position: Q1 2024 in Review

First Personal Financial Services sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 230 shares — an estimated $16.1K sold.

First Personal Financial Services first reported a position in IRM in Q3 2019 and held it in 8 quarters. The position peaked at $36.3K in Q4 2022. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • First Personal Financial Services reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • First Personal Financial Services sold 230 Iron Mountain shares in Q1 2024, an estimated $16.1K.
  • First Personal Financial Services first reported a position in Iron Mountain in Q3 2019 and held it in 8 quarters.
  • First Personal Financial Services's Iron Mountain position peaked at $36.3K in Q4 2022.
  • 940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.