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Dixon Hughes Goodman Wealth Advisors’s Iron Mountain IRM Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$6K Sell
100
-75
-43% -$3.57K ﹤0.01% 574
2021
Q4 		$9K Buy
+175
New +$8.27K ﹤0.01% 464

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

Dixon Hughes Goodman Wealth Advisors's IRM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Iron Mountain (IRM) stake by 43% in Q1 2022, selling an estimated $3.57K and leaving 100 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Dixon Hughes Goodman Wealth Advisors first reported a position in IRM in Q4 2021 and has held it in 2 quarters since. The position peaked at $9K in Q4 2021. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 100 shares of Iron Mountain worth $6K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 75 Iron Mountain shares in Q1 2022, an estimated $3.57K.
  • Iron Mountain made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #574 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Iron Mountain in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Iron Mountain position peaked at $9K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.