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 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 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

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

Fidelity Investments

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

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