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Pin Oak Investment Advisors’s Iron Mountain IRM Stock Holding History

Pin Oak Investment Advisors’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 		– Sell
-174
Closed -$14K – 474
2024
Q1 		$14K Hold
174
– – 0.01% 301
2023
Q4 		$12K Buy
+174
New +$10.9K 0.01% 309

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pin Oak Investment Advisors's IRM Position: Q2 2024 in Review

Pin Oak Investment Advisors sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 174 shares — an estimated $14K sold.

Pin Oak Investment Advisors first reported a position in IRM in Q4 2023 and held it in 2 quarters. The position peaked at $14K in Q1 2024. 965 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

  • Pin Oak Investment Advisors reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 174 Iron Mountain shares in Q2 2024, an estimated $14K.
  • Pin Oak Investment Advisors first reported a position in Iron Mountain in Q4 2023 and held it in 2 quarters.
  • Pin Oak Investment Advisors's Iron Mountain position peaked at $14K in Q1 2024.
  • 965 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.