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Castleview Partners’s Iron Mountain IRM Stock Holding History

Castleview 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
2022
Q2 		– Sell
-2,000
Closed -$110K – 784
2022
Q1 		$110K Sell
2,000
-121,080
-98% -$5.77M 0.07% 221
2021
Q4 		$2.35K Buy
+123,080
New +$5.82M 0.02% 259
2021
Q2 		$101K Buy
+2,385
New +$100K 0.04% 283

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

Castleview Partners's IRM Position: Q2 2022 in Review

Castleview Partners sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 2,000 shares — an estimated $110K sold.

Castleview Partners first reported a position in IRM in Q2 2021 and held it in 3 quarters. The position peaked at $110K in Q1 2022. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Castleview Partners reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
  • Castleview Partners sold 2,000 Iron Mountain shares in Q2 2022, an estimated $110K.
  • Castleview Partners first reported a position in Iron Mountain in Q2 2021 and held it in 3 quarters.
  • Castleview Partners's Iron Mountain position peaked at $110K in Q1 2022.
  • 765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Castleview Partners's 13F filing for Q2 2022, filed 16 Aug 2022.