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Planning Capital Management Corporation’s Iron Mountain IRM Stock Holding History

Planning Capital Management Corporation’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 		$8.56K Hold
72
– – 0.01% 457
2024
Q2 		$6.45K Hold
72
– – ﹤0.01% 443
2024
Q1 		$5.78K Hold
72
– – ﹤0.01% 467
2023
Q4 		$5.04K Buy
+72
New +$4.52K ﹤0.01% 483

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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

Planning Capital Management Corporation's IRM Position: Q3 2024 in Review

Planning Capital Management Corporation held its Iron Mountain (IRM) position steady in Q3 2024 at 72 shares worth $8.56K. The position accounts for 0.01% of the portfolio, ranked #457.

Planning Capital Management Corporation first reported a position in IRM in Q4 2023 and has held it in 4 quarters since. 1,051 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Planning Capital Management Corporation held 72 shares of Iron Mountain worth $8.56K as of Q3 2024.
  • Planning Capital Management Corporation left its Iron Mountain share count unchanged in Q3 2024.
  • Iron Mountain made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #457 holding.
  • Planning Capital Management Corporation first reported a position in Iron Mountain in Q4 2023 and has held it in 4 quarters since.
  • 1,051 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.