EWM
IRM icon

Executive Wealth Management’s Iron Mountain IRM Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-1,014
Closed -$32K – 453
2019
Q2 		$32K Hold
1,014
– – ﹤0.01% 380
2019
Q1 		$36K Buy
1,014
+499
+97% +$17.6K 0.01% 321
2018
Q4 		$17K Buy
+515
New +$16.9K ﹤0.01% 456

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Executive Wealth Management's IRM Position: Q3 2019 in Review

Executive Wealth Management sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 1,014 shares — an estimated $32K sold.

Executive Wealth Management first reported a position in IRM in Q4 2018 and held it in 3 quarters. The position peaked at $36K in Q1 2019. 518 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

  • Executive Wealth Management reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,014 Iron Mountain shares in Q3 2019, an estimated $32K.
  • Executive Wealth Management first reported a position in Iron Mountain in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Iron Mountain position peaked at $36K in Q1 2019.
  • 518 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.