AWM
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Accurate Wealth Management’s Iron Mountain IRM Stock Holding History

Accurate Wealth 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
2023
Q1 		– Sell
-966
Closed -$48.5K – 818
2022
Q4 		$48.5K Buy
+966
New +$48.8K 0.02% 461

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accurate Wealth Management's IRM Position: Q1 2023 in Review

Accurate Wealth Management sold out of Iron Mountain (IRM) in Q1 2023, closing a stake of 966 shares — an estimated $48.5K sold.

Accurate Wealth Management first reported a position in IRM in Q4 2022 and held it in 1 quarter. The position peaked at $48.5K in Q4 2022. 790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

  • Accurate Wealth Management reported no remaining Iron Mountain position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 966 Iron Mountain shares in Q1 2023, an estimated $48.5K.
  • Accurate Wealth Management first reported a position in Iron Mountain in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Iron Mountain position peaked at $48.5K in Q4 2022.
  • 790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.