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

Redwood 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
2024
Q3 		– Sell
-1,245
Closed -$112K – 617
2024
Q2 		$112K Buy
+1,245
New +$101K 0.08% 177

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
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

Redwood Wealth Management Group's IRM Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Iron Mountain (IRM) in Q3 2024, closing a stake of 1,245 shares — an estimated $112K sold.

Redwood Wealth Management Group first reported a position in IRM in Q2 2024 and held it in 1 quarter. The position peaked at $112K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold IRM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Iron Mountain position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,245 Iron Mountain shares in Q3 2024, an estimated $112K.
  • Redwood Wealth Management Group first reported a position in Iron Mountain in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Iron Mountain position peaked at $112K in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.