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Almanack Investment Partners’s Iron Mountain IRM Stock Holding History

Almanack 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
2022
Q4 		– Sell
-92
Closed -$4K – 668
2022
Q3 		$4K Buy
+92
New +$4.65K ﹤0.01% 627

Other funds holding IRM

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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

Almanack Investment Partners's IRM Position: Q4 2022 in Review

Almanack Investment Partners sold out of Iron Mountain (IRM) in Q4 2022, closing a stake of 92 shares — an estimated $4K sold.

Almanack Investment Partners first reported a position in IRM in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • Almanack Investment Partners reported no remaining Iron Mountain position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 92 Iron Mountain shares in Q4 2022, an estimated $4K.
  • Almanack Investment Partners first reported a position in Iron Mountain in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Iron Mountain position peaked at $4K in Q3 2022.
  • 782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.