Principle Wealth Partners’s Iron Mountain IRM Stock Holding History

Principle 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 Q1	–	Sell	-5,350	Closed	-$374K	–	348
2023 Q4	$374K	Sell	5,350 -10	-0.2%	-$627	0.03%	246
2023 Q3	$319K	Sell	5,360 -885	-14%	-$54.1K	0.03%	254
2023 Q2	$355K	Hold	6,245	–	–	0.04%	241
2023 Q1	$330K	Buy	6,245 +195	+3%	+$10.2K	0.04%	245
2022 Q4	$302K	Hold	6,050	–	–	0.03%	247
2022 Q3	$266K	Hold	6,050	–	–	0.03%	246
2022 Q2	$295K	Sell	6,050 -1,060	-15%	-$55.8K	0.04%	250
2022 Q1	$394K	Hold	7,110	–	–	0.04%	229
2021 Q4	$372K	Hold	7,110	–	–	0.04%	239
2021 Q3	$309K	Hold	7,110	–	–	0.04%	246
2021 Q2	$301K	Buy	+7,110	New	+$298K	0.03%	255
2020 Q3	–	Sell	-5,820	Closed	-$152K	–	287
2020 Q2	$152K	Buy	+5,820	New	+$147K	0.04%	169

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principle Wealth Partners's IRM Position: Q1 2024 in Review

Principle Wealth Partners sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 5,350 shares — an estimated $374K sold.

Principle Wealth Partners first reported a position in IRM in Q2 2020 and held it in 12 quarters. The position peaked at $394K in Q1 2022. 940 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

Principle Wealth Partners reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
Principle Wealth Partners sold 5,350 Iron Mountain shares in Q1 2024, an estimated $374K.
Principle Wealth Partners first reported a position in Iron Mountain in Q2 2020 and held it in 12 quarters.
Principle Wealth Partners's Iron Mountain position peaked at $394K in Q1 2022.
940 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Principle Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.