Alpha Cubed Investments’s Iron Mountain IRM Stock Holding History

Alpha Cubed Investments’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	-11,210	Closed	-$621K	–	328
2022 Q1	$621K	Hold	11,210	–	–	0.04%	174
2021 Q4	$587K	Hold	11,210	–	–	0.04%	161
2021 Q3	$487K	Buy	11,210 +42	+0.4%	+$1.89K	0.04%	169
2021 Q2	$473K	Hold	11,168	–	–	0.03%	166
2021 Q1	$413K	Hold	11,168	–	–	0.03%	174
2020 Q4	$329K	Hold	11,168	–	–	0.03%	191
2020 Q3	$299K	Sell	11,168 -1,300	-10%	-$37K	0.03%	175
2020 Q2	$325K	Sell	12,468 -320	-3%	-$8.08K	0.04%	158
2020 Q1	$304K	Buy	12,788 +1,300	+11%	+$39.3K	0.04%	157
2019 Q4	$366K	Buy	11,488 +88	+0.8%	+$2.88K	0.04%	172
2019 Q3	$369K	Hold	11,400	–	–	0.04%	163
2019 Q2	$357K	Buy	+11,400	New	+$374K	0.04%	163
2014 Q3	–	Sell	-10,197	Closed	-$334K	–	167
2014 Q2	$334K	Sell	10,197 -368	-3%	-$9.98K	0.15%	140
2014 Q1	$269K	Sell	10,565 -1,110	-10%	-$28.4K	0.14%	146
2013 Q4	$327K	Buy	+11,675	New	+$299K	0.12%	168

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Alpha Cubed Investments's IRM Position: Q2 2022 in Review

Alpha Cubed Investments sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 11,210 shares — an estimated $621K sold.

Alpha Cubed Investments first reported a position in IRM in Q4 2013 and held it in 15 quarters. The position peaked at $621K in Q1 2022. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

Alpha Cubed Investments reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
Alpha Cubed Investments sold 11,210 Iron Mountain shares in Q2 2022, an estimated $621K.
Alpha Cubed Investments first reported a position in Iron Mountain in Q4 2013 and held it in 15 quarters.
Alpha Cubed Investments's Iron Mountain position peaked at $621K in Q1 2022.
766 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Alpha Cubed Investments's 13F filing for Q2 2022, filed 22 Jul 2022.