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Brewin Dolphin Wealth Management’s Iron Mountain IRM Stock Holding History

Brewin Dolphin 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 		$16K Buy
+325
New +$17.1K ﹤0.01% 255

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brewin Dolphin Wealth Management's IRM Position: Q2 2022 in Review

Brewin Dolphin Wealth Management opened a new position in Iron Mountain (IRM) in Q2 2022: 325 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #255 among its holdings.

765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Brewin Dolphin Wealth Management held 325 shares of Iron Mountain worth $16K as of Q2 2022.
  • Iron Mountain was a new Brewin Dolphin Wealth Management position in Q2 2022.
  • Iron Mountain made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #255 holding.
  • 765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.