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Evolution Wealth Advisors’s Iron Mountain IRM Stock Holding History

Evolution 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
2020
Q1 		– Sell
-96
Closed -$3K – 483
2019
Q4 		$3K Buy
+96
New +$3.15K ﹤0.01% 510
2019
Q3 		– Sell
-63
Closed -$2K – 536
2019
Q2 		$2K Buy
+63
New +$2.06K ﹤0.01% 416

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 $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Evolution Wealth Advisors's IRM Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Iron Mountain (IRM) in Q1 2020, closing a stake of 96 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in IRM in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 538 funds tracked by Wall St. Rank hold IRM as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Iron Mountain position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 96 Iron Mountain shares in Q1 2020, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Iron Mountain in Q2 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's Iron Mountain position peaked at $3K in Q4 2019.
  • 538 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.