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First Capital Advisors Group’s Iron Mountain IRM Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$24.9K Buy
+438
New +$24K 0.01% 389
2018
Q2 		– Sell
-17
Closed -$1K – 454
2018
Q1 		$1K Buy
+17
New +$573 ﹤0.01% 806

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Capital Advisors Group's IRM Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Iron Mountain (IRM) in Q2 2023: 438 shares worth $24.9K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in IRM as recently as Q1 2018.

First Capital Advisors Group first reported a position in IRM in Q1 2018 and has held it in 2 quarters since. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

  • First Capital Advisors Group held 438 shares of Iron Mountain worth $24.9K as of Q2 2023.
  • Iron Mountain was a new First Capital Advisors Group position in Q2 2023.
  • Iron Mountain made up 0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #389 holding.
  • First Capital Advisors Group first reported a position in Iron Mountain in Q1 2018 and has held it in 2 quarters since.
  • 816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.