CCG Wealth Management’s Iron Mountain IRM Stock Holding History

CCG 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
2021 Q3	–	Sell	-5,130	Closed	-$217K	–	109
2021 Q2	$217K	Buy	+5,130	New	+$215K	0.17%	73

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CCG Wealth Management's IRM Position: Q3 2021 in Review

CCG Wealth Management sold out of Iron Mountain (IRM) in Q3 2021, closing a stake of 5,130 shares — an estimated $217K sold.

CCG Wealth Management first reported a position in IRM in Q2 2021 and held it in 1 quarter. The position peaked at $217K in Q2 2021. 710 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

CCG Wealth Management reported no remaining Iron Mountain position as of Q3 2021 after selling out during the quarter.
CCG Wealth Management sold 5,130 Iron Mountain shares in Q3 2021, an estimated $217K.
CCG Wealth Management first reported a position in Iron Mountain in Q2 2021 and held it in 1 quarter.
CCG Wealth Management's Iron Mountain position peaked at $217K in Q2 2021.
710 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on CCG Wealth Management's 13F filing for Q3 2021, filed 26 Oct 2021.