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Glassman Wealth Services’s Iron Mountain IRM Stock Holding History

Glassman Wealth 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
-228
Closed -$16K – 988
2023
Q4 		$16K Sell
228
-165
-42% -$10.3K ﹤0.01% 748
2023
Q3 		$23.4K Buy
393
+74
+23% +$4.52K ﹤0.01% 625
2023
Q2 		$18.1K Buy
319
+91
+40% +$4.98K ﹤0.01% 646
2023
Q1 		$12.1K Hold
228
– – ﹤0.01% 769
2022
Q4 		$11.4K Buy
228
+84
+58% +$4.24K ﹤0.01% 791
2022
Q3 		$6K Buy
144
+6
+4% +$303 ﹤0.01% 944
2022
Q2 		$7K Buy
138
+53
+62% +$2.79K ﹤0.01% 910
2022
Q1 		$5K Buy
85
+14
+20% +$667 ﹤0.01% 1001
2021
Q4 		$4K Sell
71
-24
-25% -$1.13K ﹤0.01% 1034
2021
Q3 		$4K Buy
95
+27
+40% +$1.22K ﹤0.01% 1024
2021
Q2 		$3K Buy
68
+57
+518% +$2.39K ﹤0.01% 1061
2021
Q1 		$0 Buy
11
+7
+175% +$234 ﹤0.01% 1518
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1438
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1406
2020
Q2 		$0 Sell
4
-13
-76% -$328 ﹤0.01% 1376
2020
Q1 		$0 Sell
17
-45
-73% -$1.36K ﹤0.01% 1335
2019
Q4 		$2K Hold
62
– – ﹤0.01% 764
2019
Q3 		$2K Buy
62
+22
+55% +$691 ﹤0.01% 704
2019
Q2 		$1K Sell
40
-643
-94% -$21.1K ﹤0.01% 864
2019
Q1 		$24K Buy
+683
New +$24.1K 0.01% 329
2018
Q1 		– Sell
-3
Closed – – 817
2017
Q4 		$0 Hold
3
– – ﹤0.01% 728
2017
Q3 		$0 Hold
3
– – ﹤0.01% 585
2017
Q2 		$0 Hold
3
– – ﹤0.01% 603
2017
Q1 		$0 Buy
+3
New +$106 ﹤0.01% 633
2016
Q4 		– Sell
-11
Closed – – 667
2016
Q3 		$0 Buy
+11
New +$424 ﹤0.01% 534

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 $3.37T AUM 44.26% 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

Glassman Wealth Services's IRM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 228 shares — an estimated $16K sold.

Glassman Wealth Services first reported a position in IRM in Q3 2016 and held it in 25 quarters. The position peaked at $24K in Q1 2019. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 228 Iron Mountain shares in Q1 2024, an estimated $16K.
  • Glassman Wealth Services first reported a position in Iron Mountain in Q3 2016 and held it in 25 quarters.
  • Glassman Wealth Services's Iron Mountain position peaked at $24K in Q1 2019.
  • 940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.