FWM
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Foresight Wealth Management’s Iron Mountain IRM Stock Holding History

Foresight Wealth Management’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
2022
Q4 		– Sell
-28,429
Closed -$1.25M – 51
2022
Q3 		$1.25M Buy
28,429
+1,555
+6% +$78.5K 0.29% 28
2022
Q2 		$1.31M Buy
26,874
+1,746
+7% +$91.9K 0.27% 30
2022
Q1 		$1.39M Buy
25,128
+5,355
+27% +$255K 0.26% 32
2021
Q4 		$1.03M Buy
19,773
+255
+1% +$12.1K 0.01% 43
2021
Q3 		$848K Sell
19,518
-373
-2% -$16.8K 0.17% 45
2021
Q2 		$842K Buy
19,891
+3,754
+23% +$157K 0.19% 51
2021
Q1 		$597K Buy
+16,137
New +$540K 0.15% 64

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Foresight Wealth Management's IRM Position: Q4 2022 in Review

Foresight Wealth Management sold out of Iron Mountain (IRM) in Q4 2022, closing a stake of 28,429 shares — an estimated $1.25M sold.

Foresight Wealth Management first reported a position in IRM in Q1 2021 and held it in 7 quarters. The position peaked at $1.39M in Q1 2022. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • Foresight Wealth Management reported no remaining Iron Mountain position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 28,429 Iron Mountain shares in Q4 2022, an estimated $1.25M.
  • Foresight Wealth Management first reported a position in Iron Mountain in Q1 2021 and held it in 7 quarters.
  • Foresight Wealth Management's Iron Mountain position peaked at $1.39M in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.