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Advisor Partners’s Iron Mountain IRM Stock Holding History

Advisor Partners’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
Q2 		$697K Sell
14,307
-138
-1% -$7.26K 0.05% 388
2022
Q1 		$800K Buy
14,445
+971
+7% +$46.3K 0.05% 366
2021
Q4 		$706K Sell
13,474
-1,616
-11% -$76.4K 0.04% 415
2021
Q3 		$656K Sell
15,090
-563
-4% -$25.3K 0.04% 406
2021
Q2 		$662K Sell
15,653
-136
-0.9% -$5.7K 0.04% 411
2021
Q1 		$584K Sell
15,789
-727
-4% -$24.3K 0.04% 439
2020
Q4 		$487K Buy
16,516
+5,072
+44% +$141K 0.04% 462
2020
Q3 		$307K Buy
11,444
+1,321
+13% +$37.6K 0.03% 515
2020
Q2 		$264K Buy
+10,123
New +$256K 0.02% 557
2019
Q2 		– Sell
-7,035
Closed -$249K – 661
2019
Q1 		$249K Buy
+7,035
New +$249K 0.03% 510

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor Partners's IRM Position: Q2 2022 in Review

Advisor Partners reduced its Iron Mountain (IRM) stake by 0.96% in Q2 2022, selling an estimated $7.26K and leaving 14,307 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #388.

Advisor Partners first reported a position in IRM in Q1 2019 and has held it in 10 quarters since. The position peaked at $800K in Q1 2022. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Advisor Partners held 14,307 shares of Iron Mountain worth $697K as of Q2 2022.
  • Advisor Partners sold 138 Iron Mountain shares in Q2 2022, an estimated $7.26K.
  • Iron Mountain made up 0.05% of Advisor Partners's portfolio in Q2 2022, its #388 holding.
  • Advisor Partners first reported a position in Iron Mountain in Q1 2019 and has held it in 10 quarters since.
  • Advisor Partners's Iron Mountain position peaked at $800K in Q1 2022.
  • 766 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.