Altus Wealth Group’s Iron Mountain IRM Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-700	Closed	-$21K	–	469
2020 Q4	$21K	Buy	+700	New	+$19.4K	0.02%	359

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

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Altus Wealth Group's IRM Position: Q1 2021 in Review

Altus Wealth Group sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 700 shares — an estimated $21K sold.

Altus Wealth Group first reported a position in IRM in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 632 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

Altus Wealth Group reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 700 Iron Mountain shares in Q1 2021, an estimated $21K.
Altus Wealth Group first reported a position in Iron Mountain in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Iron Mountain position peaked at $21K in Q4 2020.
632 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.