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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 		$739K Buy
15,170
+3,673
+32% +$193K 0.08% 230
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $739K. The position accounts for 0.08% of the portfolio, ranked #230.

B. Riley Wealth Management first reported a position in IRM in Q3 2020 and has held it in 8 quarters since. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • B. Riley Wealth Management held 15,170 shares of Iron Mountain worth $739K as of Q2 2022.
  • B. Riley Wealth Management bought 3,673 Iron Mountain shares in Q2 2022, an estimated $193K.
  • Iron Mountain made up 0.08% of B. Riley Wealth Management's portfolio in Q2 2022, its #230 holding.
  • B. Riley Wealth Management first reported a position in Iron Mountain in Q3 2020 and has held it in 8 quarters since.
  • 766 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.