FWM
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Focused Wealth Management’s Iron Mountain IRM Stock Holding History

Focused Wealth 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
Q1 		– Sell
-758
Closed -$53.1K – 560
2023
Q4 		$53.1K Hold
758
– – 0.01% 299
2023
Q3 		$45.1K Hold
758
– – 0.01% 303
2023
Q2 		$43.1K Buy
758
+224
+42% +$12.3K 0.01% 327
2023
Q1 		$28.3K Sell
534
-87
-14% -$4.56K 0.01% 384
2022
Q4 		$31K Buy
621
+91
+17% +$4.59K 0.01% 362
2022
Q3 		$23K Buy
530
+3
+0.6% +$151 ﹤0.01% 372
2022
Q2 		$26K Buy
527
+4
+0.8% +$210 ﹤0.01% 358
2022
Q1 		$29K Buy
523
+3
+0.6% +$143 ﹤0.01% 374
2021
Q4 		$27K Buy
520
+4
+0.8% +$189 ﹤0.01% 452
2021
Q3 		$22K Buy
516
+6
+1% +$270 ﹤0.01% 489
2021
Q2 		$22K Buy
510
+7
+1% +$294 ﹤0.01% 496
2021
Q1 		$19K Buy
503
+4
+0.8% +$134 ﹤0.01% 509
2020
Q4 		$15K Buy
499
+205
+70% +$5.69K ﹤0.01% 508
2020
Q3 		$8K Buy
294
+4
+1% +$114 ﹤0.01% 540
2020
Q2 		$8K Hold
290
– – ﹤0.01% 517
2020
Q1 		$7K Hold
290
– – ﹤0.01% 493
2019
Q4 		$9K Hold
290
– – ﹤0.01% 508
2019
Q3 		$9K Buy
290
+100
+53% +$3.14K ﹤0.01% 497
2019
Q2 		$6K Buy
190
+50
+36% +$1.64K ﹤0.01% 578
2019
Q1 		$5K Hold
140
– – ﹤0.01% 550
2018
Q4 		$5K Buy
+140
New +$4.59K ﹤0.01% 543

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

Focused Wealth Management's IRM Position: Q1 2024 in Review

Focused Wealth Management sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 758 shares — an estimated $53.1K sold.

Focused Wealth Management first reported a position in IRM in Q4 2018 and held it in 21 quarters. The position peaked at $53.1K in Q4 2023. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Focused Wealth Management reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 758 Iron Mountain shares in Q1 2024, an estimated $53.1K.
  • Focused Wealth Management first reported a position in Iron Mountain in Q4 2018 and held it in 21 quarters.
  • Focused Wealth Management's Iron Mountain position peaked at $53.1K in Q4 2023.
  • 940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.