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Certified Advisory Corp’s Iron Mountain IRM Stock Holding History

Certified Advisory Corp’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
Q2 		– Sell
-500
Closed -$12K – 782
2020
Q1 		$12K Hold
500
– – ﹤0.01% 502
2019
Q4 		$16K Sell
500
-3,413
-87% -$112K 0.01% 518
2019
Q3 		$127K Buy
3,913
+500
+15% +$15.7K 0.04% 212
2019
Q2 		$107K Hold
3,413
– – 0.04% 226
2019
Q1 		$121K Hold
3,413
– – 0.05% 198
2018
Q4 		$111K Hold
3,413
– – 0.06% 191
2018
Q3 		$118K Hold
3,413
– – 0.05% 196
2018
Q2 		$119K Hold
3,413
– – 0.07% 185
2018
Q1 		$112K Hold
3,413
– – 0.07% 183
2017
Q4 		$128K Buy
+3,413
New +$135K 0.09% 148

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Certified Advisory Corp's IRM Position: Q2 2020 in Review

Certified Advisory Corp sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 500 shares — an estimated $12K sold.

Certified Advisory Corp first reported a position in IRM in Q4 2017 and held it in 10 quarters. The position peaked at $128K in Q4 2017. 563 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

  • Certified Advisory Corp reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
  • Certified Advisory Corp sold 500 Iron Mountain shares in Q2 2020, an estimated $12K.
  • Certified Advisory Corp first reported a position in Iron Mountain in Q4 2017 and held it in 10 quarters.
  • Certified Advisory Corp's Iron Mountain position peaked at $128K in Q4 2017.
  • 563 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.