AWM
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Avitas Wealth Management’s Iron Mountain IRM Stock Holding History

Avitas Wealth Management’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
Q4 		– Sell
-60,219
Closed -$2.08M – 166
2018
Q3 		$2.08M Buy
60,219
+2,745
+5% +$97.8K 0.59% 79
2018
Q2 		$2.01M Buy
+57,474
New +$1.94M 0.63% 77

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avitas Wealth Management's IRM Position: Q4 2018 in Review

Avitas Wealth Management sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 60,219 shares — an estimated $2.08M sold.

Avitas Wealth Management first reported a position in IRM in Q2 2018 and held it in 2 quarters. The position peaked at $2.08M in Q3 2018. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

  • Avitas Wealth Management reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
  • Avitas Wealth Management sold 60,219 Iron Mountain shares in Q4 2018, an estimated $2.08M.
  • Avitas Wealth Management first reported a position in Iron Mountain in Q2 2018 and held it in 2 quarters.
  • Avitas Wealth Management's Iron Mountain position peaked at $2.08M in Q3 2018.
  • 485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Avitas Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.