TrustCore Financial Services’s Iron Mountain IRM Stock Holding History

TrustCore Financial Services’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
2022 Q4	$125K	Hold	2,500	–	–	0.01%	326
2022 Q3	$110K	Hold	2,500	–	–	0.01%	335
2022 Q2	$122K	Hold	2,500	–	–	0.01%	320
2022 Q1	$139K	Hold	2,500	–	–	0.01%	320
2021 Q4	$131K	Buy	2,500 +300	+14%	+$14.2K	0.01%	296
2021 Q3	$96K	Buy	2,200 +99	+5%	+$4.46K	0.01%	357
2021 Q2	$89K	Sell	2,101 -900	-30%	-$37.7K	0.01%	364
2021 Q1	$111K	Buy	3,001 +300	+11%	+$10K	0.01%	320
2020 Q4	$80K	Buy	2,701 +1,000	+59%	+$27.7K	0.01%	359
2020 Q3	$46K	Hold	1,701	–	–	0.01%	388
2020 Q2	$44K	Hold	1,701	–	–	0.01%	410
2020 Q1	$40K	Buy	1,701 +701	+70%	+$21.2K	0.01%	391
2019 Q4	$32K	Buy	1,000 +499	+100%	+$16.4K	0.01%	446
2019 Q3	$16K	Buy	+501	New	+$15.7K	﹤0.01%	562
2019 Q2	–	Hold	0	–	–	–	610
2018 Q2	–	Hold	0	–	–	–	896

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

TrustCore Financial Services's IRM Position: Q4 2022 in Review

TrustCore Financial Services held its Iron Mountain (IRM) position steady in Q4 2022 at 2,500 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #326.

TrustCore Financial Services first reported a position in IRM in Q3 2019 and has held it in 14 quarters since. The position peaked at $139K in Q1 2022. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

TrustCore Financial Services held 2,500 shares of Iron Mountain worth $125K as of Q4 2022.
TrustCore Financial Services left its Iron Mountain share count unchanged in Q4 2022.
Iron Mountain made up 0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #326 holding.
TrustCore Financial Services first reported a position in Iron Mountain in Q3 2019 and has held it in 14 quarters since.
TrustCore Financial Services's Iron Mountain position peaked at $139K in Q1 2022.
782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.