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Cardinal Point Wealth Management Partners’s Iron Mountain IRM Stock Holding History

Cardinal Point Wealth Management Partners’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
Q1 		$509K Buy
9,500
+1,700
+22% +$89.1K 0.15% 53
2022
Q4 		$394K Buy
+7,800
New +$394K 0.14% 47

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cardinal Point Wealth Management Partners's IRM Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Iron Mountain (IRM) stake by 22% in Q1 2023, buying an estimated $89.1K and bringing the position to 9,500 shares worth $509K. The position accounts for 0.15% of the portfolio, ranked #53.

Cardinal Point Wealth Management Partners first reported a position in IRM in Q4 2022 and has held it in 2 quarters since. 790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 9,500 shares of Iron Mountain worth $509K as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 1,700 Iron Mountain shares in Q1 2023, an estimated $89.1K.
  • Iron Mountain made up 0.15% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #53 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Iron Mountain in Q4 2022 and has held it in 2 quarters since.
  • 790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.