Dividend Assets Capital’s Iron Mountain IRM Stock Holding History

Dividend Assets Capital’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 Q2	–	Sell	-200	Closed	-$11K	–	572
2022 Q1	$11K	Buy	200 +100	+100%	+$4.76K	﹤0.01%	427
2021 Q4	$5K	Sell	100 -100	-50%	-$4.73K	﹤0.01%	452
2021 Q3	$9K	Hold	200	–	–	﹤0.01%	427
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	431
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	452
2020 Q4	$6K	Buy	+200	New	+$5.55K	﹤0.01%	458

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dividend Assets Capital's IRM Position: Q2 2022 in Review

Dividend Assets Capital sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 200 shares — an estimated $11K sold.

Dividend Assets Capital first reported a position in IRM in Q4 2020 and held it in 6 quarters. The position peaked at $11K in Q1 2022. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

Dividend Assets Capital reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
Dividend Assets Capital sold 200 Iron Mountain shares in Q2 2022, an estimated $11K.
Dividend Assets Capital first reported a position in Iron Mountain in Q4 2020 and held it in 6 quarters.
Dividend Assets Capital's Iron Mountain position peaked at $11K in Q1 2022.
765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Dividend Assets Capital's 13F filing for Q2 2022, filed 15 Jul 2022.