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Detalus Advisors’s Iron Mountain IRM Stock Holding History

Detalus 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
2022
Q1 		– Sell
-6,128
Closed -$321K – 123
2021
Q4 		$321K Sell
6,128
-933
-13% -$44.1K 0.15% 90
2021
Q3 		$307K Sell
7,061
-2,467
-26% -$111K 0.16% 90
2021
Q2 		$403K Sell
9,528
-11,506
-55% -$483K 0.21% 74
2021
Q1 		$778K Sell
21,034
-325
-2% -$10.9K 0.46% 40
2020
Q4 		$630K Sell
21,359
-215
-1% -$5.97K 0.4% 51
2020
Q3 		$578K Buy
21,574
+990
+5% +$28.2K 0.42% 47
2020
Q2 		$537K Sell
20,584
-665
-3% -$16.8K 0.42% 47
2020
Q1 		$506K Buy
21,249
+4,233
+25% +$128K 0.47% 44
2019
Q4 		$542K Buy
+17,016
New +$558K 0.4% 50

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Detalus Advisors's IRM Position: Q1 2022 in Review

Detalus Advisors sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 6,128 shares — an estimated $321K sold.

Detalus Advisors first reported a position in IRM in Q4 2019 and held it in 9 quarters. The position peaked at $778K in Q1 2021. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • Detalus Advisors reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
  • Detalus Advisors sold 6,128 Iron Mountain shares in Q1 2022, an estimated $321K.
  • Detalus Advisors first reported a position in Iron Mountain in Q4 2019 and held it in 9 quarters.
  • Detalus Advisors's Iron Mountain position peaked at $778K in Q1 2021.
  • 776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Detalus Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.