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Gateway Advisory’s Iron Mountain IRM Stock Holding History

Gateway Advisory’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 		$651K Buy
+5,479
New +$586K 0.11% 80

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Gateway Advisory's IRM Position: Q3 2024 in Review

Gateway Advisory opened a new position in Iron Mountain (IRM) in Q3 2024: 5,479 shares worth $651K. The stake represents 0.11% of the portfolio and ranks #80 among its holdings.

1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Gateway Advisory held 5,479 shares of Iron Mountain worth $651K as of Q3 2024.
  • Iron Mountain was a new Gateway Advisory position in Q3 2024.
  • Iron Mountain made up 0.11% of Gateway Advisory's portfolio in Q3 2024, its #80 holding.
  • 1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.