ACG Wealth’s Iron Mountain IRM Stock Holding History

ACG 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
2022 Q3	–	Sell	-2,602	Closed	-$127K	–	608
2022 Q2	$127K	Buy	+2,602	New	+$137K	0.03%	300

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

ACG Wealth's IRM Position: Q3 2022 in Review

ACG Wealth sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 2,602 shares — an estimated $127K sold.

ACG Wealth first reported a position in IRM in Q2 2022 and held it in 1 quarter. The position peaked at $127K in Q2 2022. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

ACG Wealth reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 2,602 Iron Mountain shares in Q3 2022, an estimated $127K.
ACG Wealth first reported a position in Iron Mountain in Q2 2022 and held it in 1 quarter.
ACG Wealth's Iron Mountain position peaked at $127K in Q2 2022.
742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.