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Alera Investment Advisors’s Iron Mountain IRM Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-92
Closed -$3K – 529
2019
Q1 		$3K Buy
92
+39
+74% +$1.38K ﹤0.01% 740
2018
Q4 		$2K Buy
+53
New +$1.74K ﹤0.01% 764

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alera Investment Advisors's IRM Position: Q2 2019 in Review

Alera Investment Advisors sold out of Iron Mountain (IRM) in Q2 2019, closing a stake of 92 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in IRM in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

  • Alera Investment Advisors reported no remaining Iron Mountain position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 92 Iron Mountain shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Iron Mountain in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Iron Mountain position peaked at $3K in Q1 2019.
  • 522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.