Fieldpoint Private Securities’s Iron Mountain IRM Stock Holding History

Fieldpoint Private Securities’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 Q2	$1K	Sell	25 -29	-54%	-$1.53K	﹤0.01%	1356
2022 Q1	$3K	Hold	54	–	–	﹤0.01%	1414
2021 Q4	$3K	Hold	54	–	–	﹤0.01%	1400
2021 Q3	$2K	Buy	+54	New	+$2.43K	﹤0.01%	1480
2018 Q2	–	Sell	-3,224	Closed	-$106K	–	414
2018 Q1	$106K	Buy	3,224 +1,025	+47%	+$34.5K	0.05%	235
2017 Q4	$83K	Hold	2,199	–	–	0.04%	246
2017 Q3	$86K	Buy	+2,199	New	+$82.2K	0.04%	301
2017 Q2	–	Sell	-1,111	Closed	-$40K	–	245
2017 Q1	$40K	Buy	+1,111	New	+$39.3K	0.03%	211

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fieldpoint Private Securities's IRM Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Iron Mountain (IRM) stake by 54% in Q2 2022, selling an estimated $1.53K and leaving 25 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Fieldpoint Private Securities first reported a position in IRM in Q1 2017 and has held it in 8 quarters since. The position peaked at $106K in Q1 2018. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

Fieldpoint Private Securities held 25 shares of Iron Mountain worth $1K as of Q2 2022.
Fieldpoint Private Securities sold 29 Iron Mountain shares in Q2 2022, an estimated $1.53K.
Iron Mountain made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1356 holding.
Fieldpoint Private Securities first reported a position in Iron Mountain in Q1 2017 and has held it in 8 quarters since.
Fieldpoint Private Securities's Iron Mountain position peaked at $106K in Q1 2018.
766 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.