BerganKDV Wealth Management’s Iron Mountain IRM Stock Holding History

BerganKDV 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
2023 Q2	$12.5K	Buy	220 +3	+1%	+$164	﹤0.01%	537
2023 Q1	$11.5K	Buy	217 +2	+0.9%	+$105	﹤0.01%	582
2022 Q4	$10.7K	Buy	215 +3	+1%	+$151	﹤0.01%	565
2022 Q3	$9K	Buy	212 +3	+1%	+$151	﹤0.01%	587
2022 Q2	$10K	Buy	209 +2	+1%	+$105	﹤0.01%	595
2022 Q1	$11K	Buy	207 +3	+1%	+$143	﹤0.01%	598
2021 Q4	$11K	Buy	204 +2	+1%	+$95	﹤0.01%	643
2021 Q3	$9K	Buy	202 +3	+2%	+$135	﹤0.01%	653
2021 Q2	$8K	Buy	199 +4	+2%	+$168	﹤0.01%	642
2021 Q1	$7K	Buy	195 +4	+2%	+$134	﹤0.01%	625
2020 Q4	$6K	Buy	191 +4	+2%	+$111	﹤0.01%	639
2020 Q3	$5K	Buy	187 +4	+2%	+$114	﹤0.01%	583
2020 Q2	$5K	Buy	183 +7	+4%	+$177	﹤0.01%	629
2020 Q1	$4K	Sell	176 -95	-35%	-$2.88K	﹤0.01%	616
2019 Q4	$9K	Buy	271 +5	+2%	+$164	﹤0.01%	536
2019 Q3	$9K	Buy	266 +5	+2%	+$157	﹤0.01%	511
2019 Q2	$8K	Buy	261 +89	+52%	+$2.92K	﹤0.01%	541
2019 Q1	$6K	Buy	172 +4	+2%	+$141	﹤0.01%	576
2018 Q4	$5K	Buy	168 +2	+1%	+$66	﹤0.01%	547
2018 Q3	$6K	Buy	166 +3	+2%	+$107	﹤0.01%	531
2018 Q2	$6K	Buy	+163	New	+$5.51K	﹤0.01%	549

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BerganKDV Wealth Management's IRM Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Iron Mountain (IRM) stake by 1.4% in Q2 2023, buying an estimated $164 and bringing the position to 220 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

BerganKDV Wealth Management first reported a position in IRM in Q2 2018 and has held it in 21 quarters since. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

BerganKDV Wealth Management held 220 shares of Iron Mountain worth $12.5K as of Q2 2023.
BerganKDV Wealth Management bought 3 Iron Mountain shares in Q2 2023, an estimated $164.
Iron Mountain made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #537 holding.
BerganKDV Wealth Management first reported a position in Iron Mountain in Q2 2018 and has held it in 21 quarters since.
816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.