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TD Ameritrade Investment Management’s Iron Mountain IRM Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-3,456
Closed -$196K – 233
2023
Q2 		$196K Sell
3,456
-469
-12% -$25.7K ﹤0.01% 167
2023
Q1 		$208K Sell
3,925
-1,274
-25% -$66.8K ﹤0.01% 175
2022
Q4 		$259K Sell
5,199
-1,734
-25% -$87.5K ﹤0.01% 177
2022
Q3 		$305K Sell
6,933
-1,671
-19% -$84.4K ﹤0.01% 176
2022
Q2 		$419K Sell
8,604
-2,575
-23% -$136K ﹤0.01% 169
2022
Q1 		$619K Buy
11,179
+746
+7% +$35.5K ﹤0.01% 166
2021
Q4 		$546K Buy
10,433
+10,123
+3,265% +$478K ﹤0.01% 171
2021
Q3 		$8K Sell
310
-9,224
-97% -$415K ﹤0.01% 468
2021
Q2 		$403K Buy
9,534
+545
+6% +$22.9K ﹤0.01% 183
2021
Q1 		$265K Hold
8,989
– – ﹤0.01% 200
2020
Q4 		$265K Buy
8,989
+8,679
+2,800% +$241K ﹤0.01% 200
2020
Q3 		$8K Sell
310
-138
-31% -$3.93K ﹤0.01% 468
2020
Q2 		$12K Buy
448
+36
+9% +$909 ﹤0.01% 414
2020
Q1 		$10K Buy
+412
New +$12.5K ﹤0.01% 416

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Ameritrade Investment Management's IRM Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 3,456 shares — an estimated $196K sold.

TD Ameritrade Investment Management first reported a position in IRM in Q1 2020 and held it in 14 quarters. The position peaked at $619K in Q1 2022. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 3,456 Iron Mountain shares in Q3 2023, an estimated $196K.
  • TD Ameritrade Investment Management first reported a position in Iron Mountain in Q1 2020 and held it in 14 quarters.
  • TD Ameritrade Investment Management's Iron Mountain position peaked at $619K in Q1 2022.
  • 831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.