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Old Point Trust & Financial Services N A’s Iron Mountain IRM Stock Holding History

Old Point Trust & Financial Services N A’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
-250
Closed -$22.4K – 333
2024
Q2 		$22.4K Hold
250
– – 0.01% 207
2024
Q1 		$20.1K Buy
+250
New +$18.1K 0.01% 220

Other funds holding IRM

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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

Old Point Trust & Financial Services N A's IRM Position: Q3 2024 in Review

Old Point Trust & Financial Services N A sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 250 shares — an estimated $22.4K sold.

Old Point Trust & Financial Services N A first reported a position in IRM in Q1 2024 and held it in 2 quarters. The position peaked at $22.4K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Old Point Trust & Financial Services N A reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 250 Iron Mountain shares in Q3 2024, an estimated $22.4K.
  • Old Point Trust & Financial Services N A first reported a position in Iron Mountain in Q1 2024 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's Iron Mountain position peaked at $22.4K in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2024, filed 8 Nov 2024.