Campbell Wealth Management’s Iron Mountain IRM Stock Holding History

Campbell 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
2020 Q3	–	Sell	-706	Closed	-$18K	–	203
2020 Q2	$18K	Buy	+706	New	+$17.8K	﹤0.01%	218

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIP

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Campbell Wealth Management's IRM Position: Q3 2020 in Review

Campbell Wealth Management sold out of Iron Mountain (IRM) in Q3 2020, closing a stake of 706 shares — an estimated $18K sold.

Campbell Wealth Management first reported a position in IRM in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 590 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

Campbell Wealth Management reported no remaining Iron Mountain position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 706 Iron Mountain shares in Q3 2020, an estimated $18K.
Campbell Wealth Management first reported a position in Iron Mountain in Q2 2020 and held it in 1 quarter.
Campbell Wealth Management's Iron Mountain position peaked at $18K in Q2 2020.
590 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.