ICA Group Wealth Management’s Iron Mountain IRM Stock Holding History

ICA Group 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 Q2	$12.1K	Sell	135 -1,822	-93%	-$147K	0.01%	447
2024 Q1	$157K	Sell	1,957 -232	-11%	-$16.8K	0.03%	315
2023 Q4	$153K	Buy	+2,189	New	+$137K	0.03%	291
2023 Q3	–	Sell	-2,189	Closed	-$124K	–	700
2023 Q2	$124K	Buy	2,189 +1,054	+93%	+$57.7K	0.03%	294
2023 Q1	$60.1K	Sell	1,135 -2,054	-64%	-$108K	0.01%	444
2022 Q4	$159K	Buy	+3,189	New	+$161K	0.04%	286

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA Group Wealth Management's IRM Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Iron Mountain (IRM) stake by 93% in Q2 2024, selling an estimated $147K and leaving 135 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #447.

ICA Group Wealth Management first reported a position in IRM in Q4 2022 and has held it in 6 quarters since. The position peaked at $159K in Q4 2022. 965 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

ICA Group Wealth Management held 135 shares of Iron Mountain worth $12.1K as of Q2 2024.
ICA Group Wealth Management sold 1,822 Iron Mountain shares in Q2 2024, an estimated $147K.
Iron Mountain made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #447 holding.
ICA Group Wealth Management first reported a position in Iron Mountain in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's Iron Mountain position peaked at $159K in Q4 2022.
965 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.