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Householder Group Estate & Retirement Specialist’s Iron Mountain IRM Stock Holding History

Householder Group Estate & Retirement Specialist’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
-3,956
Closed -$470K – 861
2024
Q3 		$470K Buy
3,956
+96
+2% +$10.3K 0.14% 143
2024
Q2 		$345K Sell
3,860
-3
-0.1% -$243 0.1% 174
2024
Q1 		$310K Sell
3,863
-1,047
-21% -$75.8K 0.09% 183
2023
Q4 		$343K Buy
4,910
+455
+10% +$28.5K 0.11% 167
2023
Q3 		$265K Buy
+4,455
New +$272K 0.1% 179
2023
Q1 		$7K Buy
+138
New +$7.23K ﹤0.01% 886

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 $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's IRM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 3,956 shares — an estimated $470K sold.

Householder Group Estate & Retirement Specialist first reported a position in IRM in Q1 2023 and held it in 6 quarters. The position peaked at $470K in Q3 2024. 1,065 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3,956 Iron Mountain shares in Q4 2024, an estimated $470K.
  • Householder Group Estate & Retirement Specialist first reported a position in Iron Mountain in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's Iron Mountain position peaked at $470K in Q3 2024.
  • 1,065 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.