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Transatlantique Private Wealth’s Iron Mountain IRM Stock Holding History

Transatlantique Private Wealth’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
-6,003
Closed -$420K – 213
2023
Q4 		$420K Hold
6,003
– – 0.2% 159
2023
Q3 		$357K Sell
6,003
-66
-1% -$4.03K 0.19% 157
2023
Q2 		$345K Sell
6,069
-8,303
-58% -$455K 0.18% 164
2023
Q1 		$760K Sell
14,372
-12
-0.1% -$629 0.42% 79
2022
Q4 		$717K Buy
14,384
+142
+1% +$7.17K 0.43% 75
2022
Q3 		$626K Buy
14,242
+2,153
+18% +$109K 0.42% 77
2022
Q2 		$589K Buy
+12,089
New +$636K 0.41% 90

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transatlantique Private Wealth's IRM Position: Q1 2024 in Review

Transatlantique Private Wealth sold out of Iron Mountain (IRM) in Q1 2024, closing a stake of 6,003 shares — an estimated $420K sold.

Transatlantique Private Wealth first reported a position in IRM in Q2 2022 and held it in 7 quarters. The position peaked at $760K in Q1 2023. 939 funds tracked by Wall St. Rank hold IRM as of Q1 2024.

  • Transatlantique Private Wealth reported no remaining Iron Mountain position as of Q1 2024 after selling out during the quarter.
  • Transatlantique Private Wealth sold 6,003 Iron Mountain shares in Q1 2024, an estimated $420K.
  • Transatlantique Private Wealth first reported a position in Iron Mountain in Q2 2022 and held it in 7 quarters.
  • Transatlantique Private Wealth's Iron Mountain position peaked at $760K in Q1 2023.
  • 939 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2024.

Based on Transatlantique Private Wealth's 13F filing for Q1 2024, filed 13 May 2024.