ACI
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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
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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return