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All Season Financial Advisors’s Iron Mountain IRM Stock Holding History

All Season Financial 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
2022
Q4 		– Sell
-7,218
Closed -$317K – 124
2022
Q3 		$317K Buy
7,218
+289
+4% +$14.6K 0.34% 69
2022
Q2 		$337K Sell
6,929
-5,831
-46% -$307K 0.29% 82
2022
Q1 		$707K Buy
12,760
+1,967
+18% +$93.7K 0.5% 41
2021
Q4 		$565K Sell
10,793
-1,631
-13% -$77.1K 0.39% 47
2021
Q3 		$540K Sell
12,424
-2,116
-15% -$95.2K 0.43% 52
2021
Q2 		$615K Buy
+14,540
New +$610K 0.44% 43

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

All Season Financial Advisors's IRM Position: Q4 2022 in Review

All Season Financial Advisors sold out of Iron Mountain (IRM) in Q4 2022, closing a stake of 7,218 shares — an estimated $317K sold.

All Season Financial Advisors first reported a position in IRM in Q2 2021 and held it in 6 quarters. The position peaked at $707K in Q1 2022. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • All Season Financial Advisors reported no remaining Iron Mountain position as of Q4 2022 after selling out during the quarter.
  • All Season Financial Advisors sold 7,218 Iron Mountain shares in Q4 2022, an estimated $317K.
  • All Season Financial Advisors first reported a position in Iron Mountain in Q2 2021 and held it in 6 quarters.
  • All Season Financial Advisors's Iron Mountain position peaked at $707K in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on All Season Financial Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.