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AdvisorShares Investments’s Iron Mountain IRM Stock Holding History

AdvisorShares Investments’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
Q4 		– Sell
-19,138
Closed -$841K – 338
2022
Q3 		$841K Buy
19,138
+3,928
+26% +$198K 0.23% 70
2022
Q2 		$741K Buy
+15,210
New +$800K 0.21% 59

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

AdvisorShares Investments's IRM Position: Q4 2022 in Review

AdvisorShares Investments sold out of Iron Mountain (IRM) in Q4 2022, closing a stake of 19,138 shares — an estimated $841K sold.

AdvisorShares Investments first reported a position in IRM in Q2 2022 and held it in 2 quarters. The position peaked at $841K in Q3 2022. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • AdvisorShares Investments reported no remaining Iron Mountain position as of Q4 2022 after selling out during the quarter.
  • AdvisorShares Investments sold 19,138 Iron Mountain shares in Q4 2022, an estimated $841K.
  • AdvisorShares Investments first reported a position in Iron Mountain in Q2 2022 and held it in 2 quarters.
  • AdvisorShares Investments's Iron Mountain position peaked at $841K in Q3 2022.
  • 782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on AdvisorShares Investments's 13F filing for Q4 2022, filed 14 Feb 2023.