Avantax Planning Partners’s Iron Mountain IRM Stock Holding History

Avantax Planning 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
2018 Q2	–	Sell	-34	Closed	-$1K	–	833
2018 Q1	$1K	Buy	+34	New	+$1.15K	﹤0.01%	1715

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Planning Partners's IRM Position: Q2 2018 in Review

Avantax Planning Partners sold out of Iron Mountain (IRM) in Q2 2018, closing a stake of 34 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in IRM in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 484 funds tracked by Wall St. Rank hold IRM as of Q2 2018.

Avantax Planning Partners reported no remaining Iron Mountain position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 34 Iron Mountain shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Iron Mountain in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Iron Mountain position peaked at $1K in Q1 2018.
484 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.