JWM
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Janiczek Wealth Management’s Iron Mountain IRM Stock Holding History

Janiczek 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
2023
Q4 		– Sell
-19
Closed -$1.13K – 1150
2023
Q3 		$1.13K Hold
19
– – ﹤0.01% 901
2023
Q2 		$1.08K Hold
19
– – ﹤0.01% 837
2023
Q1 		$1K Hold
19
– – ﹤0.01% 845
2022
Q4 		$991 Hold
19
– – ﹤0.01% 861
2022
Q3 		$1K Hold
19
– – ﹤0.01% 840
2022
Q2 		$1K Hold
19
– – ﹤0.01% 875
2022
Q1 		$1K Hold
19
– – ﹤0.01% 867
2021
Q4 		$1K Hold
19
– – ﹤0.01% 924
2021
Q3 		$1K Hold
19
– – ﹤0.01% 899
2021
Q2 		$1K Hold
19
– – ﹤0.01% 850
2021
Q1 		$1K Hold
19
– – ﹤0.01% 811
2020
Q4 		$1K Buy
+19
New +$527 ﹤0.01% 740

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janiczek Wealth Management's IRM Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Iron Mountain (IRM) in Q4 2023, closing a stake of 19 shares — an estimated $1.13K sold.

Janiczek Wealth Management first reported a position in IRM in Q4 2020 and held it in 12 quarters. The position peaked at $1.13K in Q3 2023. 892 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

  • Janiczek Wealth Management reported no remaining Iron Mountain position as of Q4 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 19 Iron Mountain shares in Q4 2023, an estimated $1.13K.
  • Janiczek Wealth Management first reported a position in Iron Mountain in Q4 2020 and held it in 12 quarters.
  • Janiczek Wealth Management's Iron Mountain position peaked at $1.13K in Q3 2023.
  • 892 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.