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D'Orazio & Associates’s Iron Mountain IRM Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-151
Closed -$7K – 392
2021
Q3 		$7K Sell
151
-205
-58% -$9.23K ﹤0.01% 597
2021
Q2 		$15K Sell
356
-301
-46% -$12.6K ﹤0.01% 279
2021
Q1 		$24K Sell
657
-7
-1% -$234 0.01% 221
2020
Q4 		$20K Buy
664
+354
+114% +$9.82K 0.01% 224
2020
Q3 		$8K Buy
310
+200
+182% +$5.69K ﹤0.01% 240
2020
Q2 		$3K Hold
110
– – ﹤0.01% 297
2020
Q1 		$3K Hold
110
– – ﹤0.01% 281
2019
Q4 		$3K Buy
110
+2
+2% +$66 ﹤0.01% 298
2019
Q3 		$3K Buy
+108
New +$3.39K ﹤0.01% 297
2019
Q2 		– Hold
0
– – – 291
2019
Q1 		– Hold
0
– – – 287
2018
Q4 		– Hold
0
– – – 261
2018
Q3 		– Hold
0
– – – 249
2018
Q2 		– Sell
-73
Closed -$2.47K – 239
2018
Q1 		$2K Buy
+73
New +$2.46K ﹤0.01% 259

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D'Orazio & Associates's IRM Position: Q4 2021 in Review

D'Orazio & Associates sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 151 shares — an estimated $7K sold.

D'Orazio & Associates first reported a position in IRM in Q1 2018 and held it in 10 quarters. The position peaked at $24K in Q1 2021. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

  • D'Orazio & Associates reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 151 Iron Mountain shares in Q4 2021, an estimated $7K.
  • D'Orazio & Associates first reported a position in Iron Mountain in Q1 2018 and held it in 10 quarters.
  • D'Orazio & Associates's Iron Mountain position peaked at $24K in Q1 2021.
  • 753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.