Financial Architects (New Jersey)’s Iron Mountain IRM Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-297	Closed	-$8K	–	502
2020 Q2	$8K	Buy	297 +7	+2%	+$177	﹤0.01%	673
2020 Q1	$7K	Buy	290 +6	+2%	+$182	﹤0.01%	666
2019 Q4	$9K	Buy	284 +103	+57%	+$3.38K	﹤0.01%	690
2019 Q3	$6K	Buy	181 +77	+74%	+$2.42K	﹤0.01%	804
2019 Q2	$3K	Buy	104 +2	+2%	+$66	﹤0.01%	1056
2019 Q1	$4K	Buy	102 +2	+2%	+$71	﹤0.01%	1249
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	1194
2018 Q3	$3K	Buy	+100	New	+$3.56K	﹤0.01%	1292
2016 Q4	–	Sell	-67	Closed	-$3K	–	1445
2016 Q3	$3K	Hold	67	–	–	﹤0.01%	1249
2016 Q2	$3K	Hold	67	–	–	﹤0.01%	1215
2016 Q1	$2K	Buy	+67	New	+$1.92K	﹤0.01%	1046

Other funds holding IRM

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

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Financial Architects (New Jersey)'s IRM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Iron Mountain (IRM) in Q3 2020, closing a stake of 297 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in IRM in Q1 2016 and held it in 11 quarters. The position peaked at $9K in Q4 2019. 590 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Iron Mountain position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 297 Iron Mountain shares in Q3 2020, an estimated $8K.
Financial Architects (New Jersey) first reported a position in Iron Mountain in Q1 2016 and held it in 11 quarters.
Financial Architects (New Jersey)'s Iron Mountain position peaked at $9K in Q4 2019.
590 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.