Concord Wealth Partners’s Iron Mountain IRM Stock Holding History

Concord Wealth 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 Q3	–	Sell	-22	Closed	-$1.25K	–	1056
2023 Q2	$1.25K	Hold	22	–	–	﹤0.01%	921
2023 Q1	$1.16K	Hold	22	–	–	﹤0.01%	880
2022 Q4	$1.1K	Buy	+22	New	+$1.11K	﹤0.01%	1047
2021 Q2	–	Sell	-1,000	Closed	-$37K	–	1076
2021 Q1	$37K	Hold	1,000	–	–	0.01%	378
2020 Q4	$29K	Buy	+1,000	New	+$27.7K	0.02%	267

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concord Wealth Partners's IRM Position: Q3 2023 in Review

Concord Wealth Partners sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 22 shares — an estimated $1.25K sold.

Concord Wealth Partners first reported a position in IRM in Q4 2020 and held it in 5 quarters. The position peaked at $37K in Q1 2021. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

Concord Wealth Partners reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 22 Iron Mountain shares in Q3 2023, an estimated $1.25K.
Concord Wealth Partners first reported a position in Iron Mountain in Q4 2020 and held it in 5 quarters.
Concord Wealth Partners's Iron Mountain position peaked at $37K in Q1 2021.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.