TrinityPoint Wealth’s Iron Mountain IRM Stock Holding History

TrinityPoint 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 Q4	$336K	Sell	3,194 -44	-1%	-$5.17K	0.05%	256
2024 Q3	$385K	Buy	3,238 +32	+1%	+$3.42K	0.06%	241
2024 Q2	$287K	Sell	3,206 -1,105	-26%	-$89.4K	0.04%	253
2024 Q1	$346K	Buy	4,311 +51	+1%	+$3.69K	0.06%	231
2023 Q4	$298K	Sell	4,260 -119	-3%	-$7.46K	0.05%	239
2023 Q3	$260K	Buy	4,379 +25	+0.6%	+$1.53K	0.05%	240
2023 Q2	$247K	Buy	4,354 +168	+4%	+$9.2K	0.05%	241
2023 Q1	$221K	Buy	4,186 +26	+0.6%	+$1.36K	0.05%	250
2022 Q4	$207K	Buy	+4,160	New	+$210K	0.05%	261
2022 Q3	–	Sell	-4,664	Closed	-$227K	–	288
2022 Q2	$227K	Sell	4,664 -739	-14%	-$38.9K	0.05%	247
2022 Q1	$299K	Buy	5,403 +465	+9%	+$22.1K	0.05%	244
2021 Q4	$258K	Buy	+4,938	New	+$233K	0.05%	269

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TrinityPoint Wealth's IRM Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Iron Mountain (IRM) stake by 1.4% in Q4 2024, selling an estimated $5.17K and leaving 3,194 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #256.

TrinityPoint Wealth first reported a position in IRM in Q4 2021 and has held it in 12 quarters since. The position peaked at $385K in Q3 2024. 1,064 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

TrinityPoint Wealth held 3,194 shares of Iron Mountain worth $336K as of Q4 2024.
TrinityPoint Wealth sold 44 Iron Mountain shares in Q4 2024, an estimated $5.17K.
Iron Mountain made up 0.05% of TrinityPoint Wealth's portfolio in Q4 2024, its #256 holding.
TrinityPoint Wealth first reported a position in Iron Mountain in Q4 2021 and has held it in 12 quarters since.
TrinityPoint Wealth's Iron Mountain position peaked at $385K in Q3 2024.
1,064 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.