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WealthPLAN Partners’s Iron Mountain IRM Stock Holding History

WealthPLAN Partners’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
-1,794
Closed -$213K – 252
2024
Q3 		$213K Buy
+1,794
New +$192K 0.03% 245
2023
Q3 		– Sell
-1,959
Closed -$111K – 709
2023
Q2 		$111K Hold
1,959
– – 0.02% 379
2023
Q1 		$104K Buy
+1,959
New +$103K 0.01% 418
2021
Q1 		– Sell
-9,184
Closed -$293K – 341
2020
Q4 		$293K Hold
9,184
– – 0.02% 272
2020
Q3 		$235K Sell
9,184
-449
-5% -$12.8K 0.02% 281
2020
Q2 		$283K Hold
9,633
– – 0.03% 252
2020
Q1 		$218K Sell
9,633
-1,050
-10% -$31.8K 0.03% 227
2019
Q4 		$340K Buy
10,683
+436
+4% +$14.3K 0.04% 186
2019
Q3 		$334K Buy
10,247
+3,207
+46% +$101K 0.05% 177
2019
Q2 		$218K Buy
+7,040
New +$231K 0.03% 217
2019
Q1 		– Sell
-6,103
Closed -$214K – 265
2018
Q4 		$214K Buy
+6,103
New +$200K 0.03% 236
2018
Q3 		– Sell
-6,548
Closed -$229K – 270
2018
Q2 		$229K Hold
6,548
– – 0.05% 226
2018
Q1 		$215K Buy
+6,548
New +$221K 0.05% 245
2017
Q4 		– Sell
-5,195
Closed -$202K – 229
2017
Q3 		$202K Buy
+5,195
New +$194K 0.06% 186
2016
Q3 		$184K Sell
5,195
-8,187
-61% -$316K 0.06% 155
2016
Q2 		$267K Buy
+13,382
New +$487K 0.03% 311

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

WealthPLAN Partners's IRM Position: Q4 2024 in Review

WealthPLAN Partners sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 1,794 shares — an estimated $213K sold.

WealthPLAN Partners first reported a position in IRM in Q2 2016 and held it in 16 quarters. The position peaked at $340K in Q4 2019. 1,067 funds tracked by Wall St. Rank hold IRM as of Q4 2024.

  • WealthPLAN Partners reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 1,794 Iron Mountain shares in Q4 2024, an estimated $213K.
  • WealthPLAN Partners first reported a position in Iron Mountain in Q2 2016 and held it in 16 quarters.
  • WealthPLAN Partners's Iron Mountain position peaked at $340K in Q4 2019.
  • 1,067 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.