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Wakefield Asset Management’s Iron Mountain IRM Stock Holding History

Wakefield Asset 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
2024
Q4 		– Sell
-46,625
Closed -$5.54M – 159
2024
Q3 		$5.54M Buy
46,625
+69
+0.1% +$7.38K 1.8% 7
2024
Q2 		$4.17M Sell
46,556
-403
-0.9% -$32.6K 1.46% 9
2024
Q1 		$3.77M Buy
+46,959
New +$3.4M 1.3% 22
2022
Q4 		– Sell
-6,560
Closed -$288K – 165
2022
Q3 		$288K Sell
6,560
-578
-8% -$29.2K 0.13% 145
2022
Q2 		$348K Buy
7,138
+225
+3% +$11.8K 0.15% 136
2022
Q1 		$383K Buy
+6,913
New +$329K 0.14% 143

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wakefield Asset Management's IRM Position: Q4 2024 in Review

Wakefield Asset Management sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 46,625 shares — an estimated $5.54M sold.

Wakefield Asset Management first reported a position in IRM in Q1 2022 and held it in 6 quarters. The position peaked at $5.54M in Q3 2024. 1,067 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • Wakefield Asset Management reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • Wakefield Asset Management sold 46,625 Iron Mountain shares in Q4 2024, an estimated $5.54M.
  • Wakefield Asset Management first reported a position in Iron Mountain in Q1 2022 and held it in 6 quarters.
  • Wakefield Asset Management's Iron Mountain position peaked at $5.54M in Q3 2024.
  • 1,067 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on Wakefield Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.