B. Riley Wealth Management’s Iron Mountain IRM Stock Holding History

B. Riley 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
2022 Q2	$739	Buy	15,170 +3,673	+32%	+$193K	﹤0.01%	345
2022 Q1	$637K	Buy	11,497 +1,659	+17%	+$79K	0.05%	288
2021 Q4	$515K	Buy	9,838 +123	+1%	+$5.81K	0.04%	345
2021 Q3	$422K	Sell	9,715 -56	-0.6%	-$2.52K	0.03%	376
2021 Q2	$414K	Buy	9,771 +800	+9%	+$33.6K	0.05%	266
2021 Q1	$332K	Sell	8,971 -6,471	-42%	-$216K	0.04%	284
2020 Q4	$455K	Buy	15,442 +4,537	+42%	+$126K	0.06%	214
2020 Q3	$292K	Buy	+10,905	New	+$310K	0.03%	299

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

B. Riley Wealth Management's IRM Position: Q2 2022 in Review

B. Riley Wealth Management increased its Iron Mountain (IRM) stake by 32% in Q2 2022, buying an estimated $193K and bringing the position to 15,170 shares worth $739. The position accounts for ﹤0.01% of the portfolio, ranked #345.

B. Riley Wealth Management first reported a position in IRM in Q3 2020 and has held it in 8 quarters since. The position peaked at $637K in Q1 2022. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

B. Riley Wealth Management held 15,170 shares of Iron Mountain worth $739 as of Q2 2022.
B. Riley Wealth Management bought 3,673 Iron Mountain shares in Q2 2022, an estimated $193K.
Iron Mountain made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #345 holding.
B. Riley Wealth Management first reported a position in Iron Mountain in Q3 2020 and has held it in 8 quarters since.
B. Riley Wealth Management's Iron Mountain position peaked at $637K in Q1 2022.
765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.