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Financial Gravity Companies’s Iron Mountain IRM Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$4K Buy
+119
New +$3.9K ﹤0.01% 773
2018
Q1 		$2K Buy
52
+35
+206% +$1.18K ﹤0.01% 961
2017
Q4 		$1K Buy
+17
New +$675 ﹤0.01% 1133

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Companies's IRM Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Iron Mountain (IRM) in Q4 2018: 119 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IRM as recently as Q1 2018.

Financial Gravity Companies first reported a position in IRM in Q4 2017 and has held it in 3 quarters since. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

  • Financial Gravity Companies held 119 shares of Iron Mountain worth $4K as of Q4 2018.
  • Iron Mountain was a new Financial Gravity Companies position in Q4 2018.
  • Iron Mountain made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #773 holding.
  • Financial Gravity Companies first reported a position in Iron Mountain in Q4 2017 and has held it in 3 quarters since.
  • 485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.