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Evoke Wealth’s Iron Mountain IRM Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-40
Closed -$2K – 748
2022
Q3 		$2K Hold
40
– – ﹤0.01% 1039
2022
Q2 		$2K Buy
40
+7
+21% +$368 ﹤0.01% 1049
2022
Q1 		$2K Buy
+33
New +$1.57K ﹤0.01% 1044
2020
Q3 		– Sell
-11
Closed – – 1071
2020
Q2 		$0 Sell
11
-33
-75% -$833 ﹤0.01% 1125
2020
Q1 		$1.07K Sell
44
-59
-57% -$1.79K ﹤0.01% 921
2019
Q4 		$3.34K Sell
103
-13
-11% -$426 ﹤0.01% 992
2019
Q3 		$3.85K Buy
+116
New +$3.64K ﹤0.01% 1064

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Evoke Wealth's IRM Position: Q4 2022 in Review

Evoke Wealth sold out of Iron Mountain (IRM) in Q4 2022, closing a stake of 40 shares — an estimated $2K sold.

Evoke Wealth first reported a position in IRM in Q3 2019 and held it in 7 quarters. The position peaked at $3.85K in Q3 2019. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • Evoke Wealth reported no remaining Iron Mountain position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 40 Iron Mountain shares in Q4 2022, an estimated $2K.
  • Evoke Wealth first reported a position in Iron Mountain in Q3 2019 and held it in 7 quarters.
  • Evoke Wealth's Iron Mountain position peaked at $3.85K in Q3 2019.
  • 782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.