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American Portfolios Advisors’s Iron Mountain IRM Stock Holding History

American Portfolios 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
Q3 		$256K Sell
5,822
-414
-7% -$20.9K 0.01% 922
2022
Q2 		$304K Sell
6,236
-472
-7% -$24.8K 0.01% 869
2022
Q1 		$372K Buy
6,708
+990
+17% +$47.2K 0.01% 872
2021
Q4 		$299K Buy
5,718
+2,129
+59% +$101K 0.01% 972
2021
Q3 		$156K Sell
3,589
-82
-2% -$3.69K 0.01% 1242
2021
Q2 		$155K Sell
3,671
-933
-20% -$39.1K 0.01% 1228
2021
Q1 		$170K Buy
4,604
+533
+13% +$17.8K 0.01% 1094
2020
Q4 		$120K Buy
4,071
+925
+29% +$25.7K 0.01% 1079
2020
Q3 		$84.3K Sell
3,146
-1,507
-32% -$42.9K ﹤0.01% 1126
2020
Q2 		$121K Buy
4,653
+286
+7% +$7.22K 0.01% 933
2020
Q1 		$104K Buy
4,367
+2,526
+137% +$76.5K 0.01% 881
2019
Q4 		$58.7K Buy
1,841
+756
+70% +$24.8K ﹤0.01% 1284
2019
Q3 		$35.1K Buy
1,085
+20
+2% +$628 ﹤0.01% 1434
2019
Q2 		$33.3K Sell
1,065
-197
-16% -$6.46K ﹤0.01% 1446
2019
Q1 		$44.8K Sell
1,262
-1,509
-54% -$53.3K ﹤0.01% 1247
2018
Q4 		$89.8K Sell
2,771
-10
-0.4% -$328 0.01% 763
2018
Q3 		$96K Buy
2,781
+51
+2% +$1.82K 0.01% 842
2018
Q2 		$95.6K Buy
2,730
+379
+16% +$12.8K 0.01% 818
2018
Q1 		$77.3K Buy
2,351
+883
+60% +$29.8K 0.01% 849
2017
Q4 		$55.4K Buy
+1,468
New +$58.3K 0.01% 946

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Portfolios Advisors's IRM Position: Q3 2022 in Review

American Portfolios Advisors reduced its Iron Mountain (IRM) stake by 6.6% in Q3 2022, selling an estimated $20.9K and leaving 5,822 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #922.

American Portfolios Advisors first reported a position in IRM in Q4 2017 and has held it in 20 quarters since. The position peaked at $372K in Q1 2022. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • American Portfolios Advisors held 5,822 shares of Iron Mountain worth $256K as of Q3 2022.
  • American Portfolios Advisors sold 414 Iron Mountain shares in Q3 2022, an estimated $20.9K.
  • Iron Mountain made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #922 holding.
  • American Portfolios Advisors first reported a position in Iron Mountain in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Iron Mountain position peaked at $372K in Q1 2022.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.