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Acorn Wealth Advisors’s Iron Mountain IRM Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-705
Closed -$25K – 282
2018
Q2 		$25K Hold
705
– – 0.02% 364
2018
Q1 		$24K Hold
705
– – 0.02% 367
2017
Q4 		$26K Buy
+705
New +$28K 0.02% 344

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Acorn Wealth Advisors's IRM Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Iron Mountain (IRM) in Q3 2018, closing a stake of 705 shares — an estimated $25K sold.

Acorn Wealth Advisors first reported a position in IRM in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 502 funds tracked by Wall St. Rank hold IRM as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Iron Mountain position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 705 Iron Mountain shares in Q3 2018, an estimated $25K.
  • Acorn Wealth Advisors first reported a position in Iron Mountain in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Iron Mountain position peaked at $26K in Q4 2017.
  • 502 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.