SYSTM Wealth Solutions’s Iron Mountain IRM Stock Holding History

SYSTM Wealth Solutions’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	-11	Closed	-$766	–	1022
2023 Q4	$766	Buy	+11	New	+$690	﹤0.01%	993

Other funds holding IRM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's IRM Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 11 shares — an estimated $766 sold.

SYSTM Wealth Solutions first reported a position in IRM in Q4 2023 and held it in 1 quarter. The position peaked at $766 in Q4 2023. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

SYSTM Wealth Solutions reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 11 Iron Mountain shares in Q1 2024, an estimated $766.
SYSTM Wealth Solutions first reported a position in Iron Mountain in Q4 2023 and held it in 1 quarter.
SYSTM Wealth Solutions's Iron Mountain position peaked at $766 in Q4 2023.
939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.