First Allied Advisory Services’s Iron Mountain IRM Stock Holding History

First Allied Advisory Services’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	$236K	Buy	+8,807	New	+$251K	0.01%	1000
2019 Q1	–	Sell	-7,137	Closed	-$228K	–	1175
2018 Q4	$228K	Buy	+7,137	New	+$234K	0.01%	900
2018 Q1	–	Sell	-13,945	Closed	-$529K	–	1313
2017 Q4	$529K	Buy	+13,945	New	+$553K	0.02%	626
2016 Q4	–	Sell	-5,535	Closed	-$208K	–	1133
2016 Q3	$208K	Buy	5,535 +384	+7%	+$14.8K	0.01%	922
2016 Q2	$205K	Buy	+5,151	New	+$187K	0.01%	924

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

First Allied Advisory Services's IRM Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Iron Mountain (IRM) in Q3 2020: 8,807 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in IRM as recently as Q4 2018.

First Allied Advisory Services first reported a position in IRM in Q2 2016 and has held it in 5 quarters since. The position peaked at $529K in Q4 2017. 590 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

First Allied Advisory Services held 8,807 shares of Iron Mountain worth $236K as of Q3 2020.
Iron Mountain was a new First Allied Advisory Services position in Q3 2020.
Iron Mountain made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1000 holding.
First Allied Advisory Services first reported a position in Iron Mountain in Q2 2016 and has held it in 5 quarters since.
First Allied Advisory Services's Iron Mountain position peaked at $529K in Q4 2017.
590 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.