Aevitas Wealth Management’s Iron Mountain IRM Stock Holding History

Aevitas 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
2022 Q2	–	Sell	-3,894	Closed	-$216K	–	115
2022 Q1	$216K	Buy	3,894 +15	+0.4%	+$714	0.13%	112
2021 Q4	$203K	Buy	+3,879	New	+$183K	0.12%	119
2019 Q2	–	Sell	-4,341	Closed	-$153K	–	203
2019 Q1	$153K	Buy	4,341 +51	+1%	+$1.8K	0.14%	115
2018 Q4	$139K	Buy	4,290 +45	+1%	+$1.48K	0.14%	118
2018 Q3	$147K	Buy	4,245 +45	+1%	+$1.6K	0.13%	119
2018 Q2	$147K	Buy	4,200 +46	+1%	+$1.55K	0.14%	116
2018 Q1	$136K	Buy	4,154 +39	+0.9%	+$1.31K	0.14%	120
2017 Q4	$155K	Buy	+4,115	New	+$163K	0.15%	111

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aevitas Wealth Management's IRM Position: Q2 2022 in Review

Aevitas Wealth Management sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 3,894 shares — an estimated $216K sold.

Aevitas Wealth Management first reported a position in IRM in Q4 2017 and held it in 8 quarters. The position peaked at $216K in Q1 2022. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

Aevitas Wealth Management reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
Aevitas Wealth Management sold 3,894 Iron Mountain shares in Q2 2022, an estimated $216K.
Aevitas Wealth Management first reported a position in Iron Mountain in Q4 2017 and held it in 8 quarters.
Aevitas Wealth Management's Iron Mountain position peaked at $216K in Q1 2022.
765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Aevitas Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.