BDO Wealth Advisors’s Iron Mountain IRM Stock Holding History

BDO Wealth Advisors’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
2020 Q1	–	Sell	-137	Closed	-$4K	–	780
2019 Q4	$4K	Buy	+137	New	+$4.49K	﹤0.01%	519

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

BDO Wealth Advisors's IRM Position: Q1 2020 in Review

BDO Wealth Advisors sold out of Iron Mountain (IRM) in Q1 2020, closing a stake of 137 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in IRM in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 537 funds tracked by Wall St. Rank hold IRM as of Q1 2020.

BDO Wealth Advisors reported no remaining Iron Mountain position as of Q1 2020 after selling out during the quarter.
BDO Wealth Advisors sold 137 Iron Mountain shares in Q1 2020, an estimated $4K.
BDO Wealth Advisors first reported a position in Iron Mountain in Q4 2019 and held it in 1 quarter.
BDO Wealth Advisors's Iron Mountain position peaked at $4K in Q4 2019.
537 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.