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XML Financial’s Iron Mountain IRM Stock Holding History

XML Financial’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
Q2 		– Sell
-2,791
Closed -$224K – 344
2024
Q1 		$224K Sell
2,791
-277
-9% -$20K 0.02% 310
2023
Q4 		$215K Buy
+3,068
New +$192K 0.02% 311
2023
Q3 		– Sell
-4,468
Closed -$254K – 326
2023
Q2 		$254K Buy
4,468
+41
+0.9% +$2.24K 0.03% 292
2023
Q1 		$234K Buy
4,427
+43
+1% +$2.25K 0.03% 295
2022
Q4 		$219K Buy
+4,384
New +$221K 0.03% 301
2022
Q3 		– Sell
-4,294
Closed -$209K – 321
2022
Q2 		$209K Sell
4,294
-169
-4% -$8.89K 0.05% 212
2022
Q1 		$247K Sell
4,463
-803
-15% -$38.2K 0.03% 286
2021
Q4 		$276K Buy
5,266
+57
+1% +$2.69K 0.03% 267
2021
Q3 		$226K Buy
5,209
+65
+1% +$2.93K 0.03% 278
2021
Q2 		$218K Sell
5,144
-1,865
-27% -$78.2K 0.05% 209
2021
Q1 		$259K Buy
7,009
+92
+1% +$3.08K 0.06% 178
2020
Q4 		$204K Buy
+6,917
New +$192K 0.05% 196
2020
Q3 		– Sell
-7,718
Closed -$201K – 200
2020
Q2 		$201K Buy
+7,718
New +$195K 0.07% 180

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

XML Financial's IRM Position: Q2 2024 in Review

XML Financial sold out of Iron Mountain (IRM) in Q2 2024, closing a stake of 2,791 shares — an estimated $224K sold.

XML Financial first reported a position in IRM in Q2 2020 and held it in 13 quarters. The position peaked at $276K in Q4 2021. 966 funds tracked by Wall St. Rank hold IRM as of Q2 2024.

  • XML Financial reported no remaining Iron Mountain position as of Q2 2024 after selling out during the quarter.
  • XML Financial sold 2,791 Iron Mountain shares in Q2 2024, an estimated $224K.
  • XML Financial first reported a position in Iron Mountain in Q2 2020 and held it in 13 quarters.
  • XML Financial's Iron Mountain position peaked at $276K in Q4 2021.
  • 966 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2024.

Based on XML Financial's 13F filing for Q2 2024, filed 22 Jul 2024.