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Provence Wealth Management Group’s Iron Mountain IRM Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$11.2K Buy
160
+1
+0.6% +$63 0.01% 303
2023
Q3 		$9.47K Buy
+159
New +$9.72K 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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Provence Wealth Management Group's IRM Position: Q4 2023 in Review

Provence Wealth Management Group increased its Iron Mountain (IRM) stake by 0.63% in Q4 2023, buying an estimated $63 and bringing the position to 160 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #303.

Provence Wealth Management Group first reported a position in IRM in Q3 2023 and has held it in 2 quarters since. 892 funds tracked by Wall St. Rank hold IRM as of Q4 2023.

  • Provence Wealth Management Group held 160 shares of Iron Mountain worth $11.2K as of Q4 2023.
  • Provence Wealth Management Group bought 1 Iron Mountain share in Q4 2023, an estimated $63.
  • Iron Mountain made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #303 holding.
  • Provence Wealth Management Group first reported a position in Iron Mountain in Q3 2023 and has held it in 2 quarters since.
  • 892 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.