Bar Harbor Wealth Management’s Iron Mountain IRM Stock Holding History

Bar Harbor 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	–	Sell	-8,041	Closed	-$446K	–	268
2022 Q1	$446K	Hold	8,041	–	–	0.04%	167
2021 Q4	$421K	Hold	8,041	–	–	0.04%	172
2021 Q3	$349K	Hold	8,041	–	–	0.03%	178
2021 Q2	$340K	Hold	8,041	–	–	0.03%	190
2021 Q1	$298K	Hold	8,041	–	–	0.03%	199
2020 Q4	$237K	Hold	8,041	–	–	0.02%	215
2020 Q3	$215K	Hold	8,041	–	–	0.02%	222
2020 Q2	$210K	Buy	+8,041	New	+$203K	0.02%	219
2020 Q1	–	Sell	-8,112	Closed	-$259K	–	256
2019 Q4	$259K	Hold	8,112	–	–	0.03%	262
2019 Q3	$263K	Hold	8,112	–	–	0.03%	266
2019 Q2	$254K	Buy	+8,112	New	+$266K	0.03%	273
2018 Q4	–	Sell	-8,112	Closed	-$280K	–	289
2018 Q3	$280K	Sell	8,112 -470	-5%	-$16.7K	0.03%	256
2018 Q2	$300K	Hold	8,582	–	–	0.04%	247
2018 Q1	$282K	Hold	8,582	–	–	0.03%	252
2017 Q4	$324K	Sell	8,582 -200	-2%	-$7.94K	0.04%	239
2017 Q3	$342K	Sell	8,782 -265	-3%	-$9.9K	0.04%	226
2017 Q2	$311K	Sell	9,047 -400	-4%	-$14K	0.04%	245
2017 Q1	$337K	Sell	9,447 -5,540	-37%	-$196K	0.04%	242
2016 Q4	$487K	Sell	14,987 -370	-2%	-$12.3K	0.05%	217
2016 Q3	$576K	Hold	15,357	–	–	0.07%	196
2016 Q2	$612K	Buy	+15,357	New	+$559K	0.07%	187

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

Bar Harbor Wealth Management's IRM Position: Q2 2022 in Review

Bar Harbor Wealth Management sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 8,041 shares — an estimated $446K sold.

Bar Harbor Wealth Management first reported a position in IRM in Q2 2016 and held it in 21 quarters. The position peaked at $612K in Q2 2016. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

Bar Harbor Wealth Management reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
Bar Harbor Wealth Management sold 8,041 Iron Mountain shares in Q2 2022, an estimated $446K.
Bar Harbor Wealth Management first reported a position in Iron Mountain in Q2 2016 and held it in 21 quarters.
Bar Harbor Wealth Management's Iron Mountain position peaked at $612K in Q2 2016.
765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.