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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
2019
Q4 		– Sell
-1,000
Closed -$32K – 947
2019
Q3 		$32K Buy
+1,000
New +$31.4K 0.01% 510

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
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
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. 591 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.
  • 591 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.