Financial Engines Advisors
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Financial Engines Advisors’s Iron Mountain IRM Stock Holding History

Financial Engines 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
2021
Q4 		– Sell
-19,034
Closed -$838K – 283
2021
Q3 		$838K Sell
19,034
-2,994
-14% -$135K ﹤0.01% 125
2021
Q2 		$946K Hold
22,028
– – ﹤0.01% 105
2021
Q1 		$829K Sell
22,028
-873
-4% -$29.2K ﹤0.01% 128
2020
Q4 		$689K Buy
22,901
+250
+1% +$6.94K ﹤0.01% 142
2020
Q3 		$621K Buy
+22,651
New +$645K ﹤0.01% 145

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors's IRM Position: Q4 2021 in Review

Financial Engines Advisors sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 19,034 shares — an estimated $838K sold.

Financial Engines Advisors first reported a position in IRM in Q3 2020 and held it in 5 quarters. The position peaked at $946K in Q2 2021. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

  • Financial Engines Advisors reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
  • Financial Engines Advisors sold 19,034 Iron Mountain shares in Q4 2021, an estimated $838K.
  • Financial Engines Advisors first reported a position in Iron Mountain in Q3 2020 and held it in 5 quarters.
  • Financial Engines Advisors's Iron Mountain position peaked at $946K in Q2 2021.
  • 753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Financial Engines Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.