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Planned Solutions’s Iron Mountain IRM Stock Holding History

Planned Solutions’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
Q4 		– Sell
-107
Closed -$12.7K – 366
2024
Q3 		$12.7K Buy
+107
New +$11.4K 0.01% 422
2024
Q1 		– Sell
-107
Closed -$7.49K – 307
2023
Q4 		$7.49K Buy
+107
New +$6.71K ﹤0.01% 444
2021
Q1 		– Sell
-500
Closed -$15K – 231
2020
Q4 		$15K Buy
+500
New +$13.9K 0.01% 300

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Planned Solutions's IRM Position: Q4 2024 in Review

Planned Solutions sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 107 shares — an estimated $12.7K sold.

Planned Solutions first reported a position in IRM in Q4 2020 and held it in 3 quarters. The position peaked at $15K in Q4 2020. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Planned Solutions reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 107 Iron Mountain shares in Q4 2024, an estimated $12.7K.
  • Planned Solutions first reported a position in Iron Mountain in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Iron Mountain position peaked at $15K in Q4 2020.
  • 1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.