Clarus Wealth Advisors’s Iron Mountain IRM Stock Holding History

Clarus Wealth Advisors’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
2019 Q3	–	Sell	-807	Closed	-$25K	–	349
2019 Q2	$25K	Buy	807 +14	+2%	+$459	0.02%	338
2019 Q1	$28K	Buy	793 +14	+2%	+$495	0.02%	372
2018 Q4	$25K	Buy	779 +14	+2%	+$459	0.04%	369
2018 Q3	$26K	Buy	765 +25	+3%	+$891	0.02%	397
2018 Q2	$24K	Buy	+740	New	+$25K	0.02%	404

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Clarus Wealth Advisors's IRM Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 807 shares — an estimated $25K sold.

Clarus Wealth Advisors first reported a position in IRM in Q2 2018 and held it in 5 quarters. The position peaked at $28K in Q1 2019. 519 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

Clarus Wealth Advisors reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 807 Iron Mountain shares in Q3 2019, an estimated $25K.
Clarus Wealth Advisors first reported a position in Iron Mountain in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Iron Mountain position peaked at $28K in Q1 2019.
519 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.