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Beck Capital Management’s Iron Mountain IRM Stock Holding History

Beck Capital 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
Q3 		– Sell
-46,570
Closed -$2.27M – 136
2022
Q2 		$2.27M Sell
46,570
-15,788
-25% -$831K 1.02% 39
2022
Q1 		$3.46M Sell
62,358
-162
-0.3% -$7.72K 1.05% 31
2021
Q4 		$3.27M Sell
62,520
-24,014
-28% -$1.14M 1.01% 35
2021
Q3 		$3.76M Sell
86,534
-2,428
-3% -$109K 1.26% 22
2021
Q2 		$3.77M Buy
88,962
+40,605
+84% +$1.7M 1.27% 26
2021
Q1 		$1.79M Buy
48,357
+7,933
+20% +$265K 0.68% 58
2020
Q4 		$1.19M Buy
+40,424
New +$1.12M 0.5% 61

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beck Capital Management's IRM Position: Q3 2022 in Review

Beck Capital Management sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 46,570 shares — an estimated $2.27M sold.

Beck Capital Management first reported a position in IRM in Q4 2020 and held it in 7 quarters. The position peaked at $3.77M in Q2 2021. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Beck Capital Management reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
  • Beck Capital Management sold 46,570 Iron Mountain shares in Q3 2022, an estimated $2.27M.
  • Beck Capital Management first reported a position in Iron Mountain in Q4 2020 and held it in 7 quarters.
  • Beck Capital Management's Iron Mountain position peaked at $3.77M in Q2 2021.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Beck Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.