1776 Wealth’s Iron Mountain IRM Stock Holding History

1776 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
2020 Q3	–	Sell	-650	Closed	-$16K	–	206
2020 Q2	$16K	Hold	650	–	–	0.01%	262
2020 Q1	$17K	Buy	650 +325	+100%	+$9.84K	0.01%	293
2019 Q4	$10K	Buy	+325	New	+$10.7K	0.01%	275

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

1776 Wealth's IRM Position: Q3 2020 in Review

1776 Wealth sold out of Iron Mountain (IRM) in Q3 2020, closing a stake of 650 shares — an estimated $16K sold.

1776 Wealth first reported a position in IRM in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q1 2020. 590 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

1776 Wealth reported no remaining Iron Mountain position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 650 Iron Mountain shares in Q3 2020, an estimated $16K.
1776 Wealth first reported a position in Iron Mountain in Q4 2019 and held it in 3 quarters.
1776 Wealth's Iron Mountain position peaked at $17K in Q1 2020.
590 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.