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Good Life Advisors’s Iron Mountain IRM Stock Holding History

Good Life Advisors’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
Q4 		– Sell
-3,646
Closed -$433K – 554
2024
Q3 		$433K Buy
3,646
+1,352
+59% +$145K 0.03% 378
2024
Q2 		$206K Buy
+2,294
New +$186K 0.02% 430
2022
Q2 		– Sell
-4,282
Closed -$237K – 373
2022
Q1 		$237K Sell
4,282
-1,063
-20% -$50.6K 0.03% 332
2021
Q4 		$280K Buy
5,345
+251
+5% +$11.9K 0.03% 299
2021
Q3 		$221K Sell
5,094
-211
-4% -$9.5K 0.03% 321
2021
Q2 		$225K Sell
5,305
-257
-5% -$10.8K 0.04% 274
2021
Q1 		$206K Buy
+5,562
New +$186K 0.04% 291

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Good Life Advisors's IRM Position: Q4 2024 in Review

Good Life Advisors sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 3,646 shares — an estimated $433K sold.

Good Life Advisors first reported a position in IRM in Q1 2021 and held it in 7 quarters. The position peaked at $433K in Q3 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Good Life Advisors reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Good Life Advisors sold 3,646 Iron Mountain shares in Q4 2024, an estimated $433K.
  • Good Life Advisors first reported a position in Iron Mountain in Q1 2021 and held it in 7 quarters.
  • Good Life Advisors's Iron Mountain position peaked at $433K in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.