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Ahrens Investment Partners’s Iron Mountain IRM Stock Holding History

Ahrens Investment 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
2023
Q1 		$782K Sell
14,782
-2,470
-14% -$129K 0.39% 52
2022
Q4 		$860K Buy
17,252
+1,941
+13% +$98K 0.39% 58
2022
Q3 		$673K Sell
15,311
-589
-4% -$29.7K 0.35% 58
2022
Q2 		$774K Sell
15,900
-493
-3% -$25.9K 0.34% 63
2022
Q1 		$908K Buy
16,393
+6,742
+70% +$321K 0.29% 70
2021
Q4 		$505K Sell
9,651
-2,499
-21% -$118K 0.22% 96
2021
Q3 		$528K Sell
12,150
-300
-2% -$13.5K 0.25% 100
2021
Q2 		$527K Sell
12,450
-2,600
-17% -$109K 0.24% 111
2021
Q1 		$557K Buy
15,050
+1,200
+9% +$40.1K 0.28% 98
2020
Q4 		$408K Buy
+13,850
New +$384K 0.22% 105
2019
Q3 		– Sell
-6,600
Closed -$207K – 169
2019
Q2 		$207K Sell
6,600
-5,300
-45% -$174K 0.09% 141
2019
Q1 		$422K Sell
11,900
-4,900
-29% -$173K 0.19% 80
2018
Q4 		$544K Buy
+16,800
New +$551K 0.25% 70

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ahrens Investment Partners's IRM Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Iron Mountain (IRM) stake by 14% in Q1 2023, selling an estimated $129K and leaving 14,782 shares worth $782K. The position accounts for 0.39% of the portfolio, ranked #52.

Ahrens Investment Partners first reported a position in IRM in Q4 2018 and has held it in 13 quarters since. The position peaked at $908K in Q1 2022. 790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

  • Ahrens Investment Partners held 14,782 shares of Iron Mountain worth $782K as of Q1 2023.
  • Ahrens Investment Partners sold 2,470 Iron Mountain shares in Q1 2023, an estimated $129K.
  • Iron Mountain made up 0.39% of Ahrens Investment Partners's portfolio in Q1 2023, its #52 holding.
  • Ahrens Investment Partners first reported a position in Iron Mountain in Q4 2018 and has held it in 13 quarters since.
  • Ahrens Investment Partners's Iron Mountain position peaked at $908K in Q1 2022.
  • 790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.