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Obermeyer Wealth Partners’s Iron Mountain IRM Stock Holding History

Obermeyer Wealth Partners’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
Q3 		– Sell
-24,069
Closed -$2.16M – 270
2024
Q2 		$2.16M Sell
24,069
-997
-4% -$80.7K 0.12% 66
2024
Q1 		$2.01M Buy
+25,066
New +$1.81M 0.12% 69

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Obermeyer Wealth Partners's IRM Position: Q3 2024 in Review

Obermeyer Wealth Partners sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 24,069 shares — an estimated $2.16M sold.

Obermeyer Wealth Partners first reported a position in IRM in Q1 2024 and held it in 2 quarters. The position peaked at $2.16M in Q2 2024. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Obermeyer Wealth Partners reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 24,069 Iron Mountain shares in Q3 2024, an estimated $2.16M.
  • Obermeyer Wealth Partners first reported a position in Iron Mountain in Q1 2024 and held it in 2 quarters.
  • Obermeyer Wealth Partners's Iron Mountain position peaked at $2.16M in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2024, filed 5 Nov 2024.