Capital Advisory Group Advisory Services’s Iron Mountain IRM Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-104	Closed	-$6K	–	335
2022 Q1	$6K	Buy	+104	New	+$4.95K	﹤0.01%	417
2021 Q4	–	Sell	-153	Closed	-$7K	–	321
2021 Q3	$7K	Buy	153 +1	+0.7%	+$45	﹤0.01%	436
2021 Q2	$6K	Buy	152 +1	+0.7%	+$42	﹤0.01%	444
2021 Q1	$6K	Buy	151 +1	+0.7%	+$33	﹤0.01%	433
2020 Q4	$4K	Sell	150 -3,973	-96%	-$110K	﹤0.01%	454
2020 Q3	$110K	Buy	4,123 +543	+15%	+$15.5K	0.06%	169
2020 Q2	$93K	Buy	3,580 +201	+6%	+$5.08K	0.05%	175
2020 Q1	$82K	Sell	3,379 -3,131	-48%	-$94.8K	0.1%	95
2019 Q4	$205K	Buy	6,510 +4,900	+304%	+$161K	0.11%	101
2019 Q3	$53K	Hold	1,610	–	–	0.04%	145
2019 Q2	$50K	Hold	1,610	–	–	0.03%	153
2019 Q1	$57K	Hold	1,610	–	–	0.04%	139
2018 Q4	$53K	Buy	1,610 +730	+83%	+$23.9K	0.04%	132
2018 Q3	$30K	Buy	880 +440	+100%	+$15.7K	0.02%	166
2018 Q2	$15K	Buy	+440	New	+$14.9K	0.01%	205

Other funds holding IRM

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Advisory Group Advisory Services's IRM Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 104 shares — an estimated $6K sold.

Capital Advisory Group Advisory Services first reported a position in IRM in Q2 2018 and held it in 15 quarters. The position peaked at $205K in Q4 2019. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 104 Iron Mountain shares in Q2 2022, an estimated $6K.
Capital Advisory Group Advisory Services first reported a position in Iron Mountain in Q2 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Iron Mountain position peaked at $205K in Q4 2019.
766 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.