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Bank of the West’s Iron Mountain IRM Stock Holding History

Bank of the West’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
Q4 		$567K Buy
11,374
+34
+0.3% +$1.72K 0.07% 165
2022
Q3 		$499K Hold
11,340
– – 0.07% 160
2022
Q2 		$552K Sell
11,340
-2,000
-15% -$105K 0.07% 156
2022
Q1 		$739K Sell
13,340
-1,990
-13% -$94.8K 0.08% 150
2021
Q4 		$802K Sell
15,330
-2,800
-15% -$132K 0.08% 152
2021
Q3 		$788K Sell
18,130
-557
-3% -$25.1K 0.08% 148
2021
Q2 		$791K Sell
18,687
-80
-0.4% -$3.35K 0.08% 146
2021
Q1 		$695K Hold
18,767
– – 0.08% 149
2020
Q4 		$553K Sell
18,767
-2,485
-12% -$69K 0.06% 150
2020
Q3 		$569K Sell
21,252
-2,687
-11% -$76.5K 0.08% 142
2020
Q2 		$625K Sell
23,939
-9,692
-29% -$245K 0.08% 142
2020
Q1 		$800K Buy
33,631
+4,761
+16% +$144K 0.12% 129
2019
Q4 		$920K Buy
28,870
+4,907
+20% +$161K 0.11% 145
2019
Q3 		$776K Buy
23,963
+17,409
+266% +$547K 0.09% 157
2019
Q2 		$205K Buy
6,554
+438
+7% +$14.4K 0.02% 267
2019
Q1 		$217K Buy
+6,116
New +$216K 0.03% 268

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of the West's IRM Position: Q4 2022 in Review

Bank of the West increased its Iron Mountain (IRM) stake by 0.3% in Q4 2022, buying an estimated $1.72K and bringing the position to 11,374 shares worth $567K. The position accounts for 0.07% of the portfolio, ranked #165.

Bank of the West first reported a position in IRM in Q1 2019 and has held it in 16 quarters since. The position peaked at $920K in Q4 2019. 783 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • Bank of the West held 11,374 shares of Iron Mountain worth $567K as of Q4 2022.
  • Bank of the West bought 34 Iron Mountain shares in Q4 2022, an estimated $1.72K.
  • Iron Mountain made up 0.07% of Bank of the West's portfolio in Q4 2022, its #165 holding.
  • Bank of the West first reported a position in Iron Mountain in Q1 2019 and has held it in 16 quarters since.
  • Bank of the West's Iron Mountain position peaked at $920K in Q4 2019.
  • 783 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.