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Prossimo Advisors’s Iron Mountain IRM Stock Holding History

Prossimo 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
Q4 		– Sell
-1,765
Closed -$210K – 139
2024
Q3 		$210K Buy
+1,765
New +$189K 0.15% 137
2024
Q1 		– Sell
-4,385
Closed -$307K – 63
2023
Q4 		$307K Sell
4,385
-180
-4% -$11.3K 0.65% 46
2023
Q3 		$271K Hold
4,565
– – 0.64% 48
2023
Q2 		$259K Buy
4,565
+490
+12% +$26.8K 0.25% 102
2023
Q1 		$216K Buy
+4,075
New +$214K 0.53% 53

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 $1.88B AUM 29.07% 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

Prossimo Advisors's IRM Position: Q4 2024 in Review

Prossimo Advisors sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 1,765 shares — an estimated $210K sold.

Prossimo Advisors first reported a position in IRM in Q1 2023 and held it in 5 quarters. The position peaked at $307K in Q4 2023. 1,065 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Prossimo Advisors reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Prossimo Advisors sold 1,765 Iron Mountain shares in Q4 2024, an estimated $210K.
  • Prossimo Advisors first reported a position in Iron Mountain in Q1 2023 and held it in 5 quarters.
  • Prossimo Advisors's Iron Mountain position peaked at $307K in Q4 2023.
  • 1,065 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Prossimo Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.