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Raymond James Financial Services Advisors’s Iron Mountain IRM Stock Holding History

Raymond James Financial Services 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
2022
Q3 		– Sell
-19,800
Closed -$16K – 3345
2022
Q2 		$16K Buy
+19,800
New +$1.04M ﹤0.01% 3177
2022
Q1 		– Sell
-13,000
Closed -$66K – 3396
2021
Q4 		$66K Buy
+13,000
New +$614K ﹤0.01% 3158

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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Raymond James Financial Services Advisors's IRM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Iron Mountain (IRM) stake by 8.4% in Q3 2024, buying an estimated $1.73M and bringing the position to 207,961 shares worth $24.7M. The position accounts for 0.03% of the portfolio, ranked #464.

Raymond James Financial Services Advisors first reported a position in IRM in Q3 2015 and has held it in 36 quarters since. 1,052 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Raymond James Financial Services Advisors held 207,961 shares of Iron Mountain worth $24.7M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 16,175 Iron Mountain shares in Q3 2024, an estimated $1.73M.
  • Iron Mountain made up 0.03% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #464 holding.
  • Raymond James Financial Services Advisors first reported a position in Iron Mountain in Q3 2015 and has held it in 36 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.