Fortis Capital Advisors’s Iron Mountain IRM Stock Holding History

Fortis Capital 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
2023 Q2	–	Sell	-3	Closed	-$159	–	366
2023 Q1	$159	Sell	3 -1	-25%	-$52	﹤0.01%	644
2022 Q4	$199	Buy	+4	New	+$202	﹤0.01%	654

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fortis Capital Advisors's IRM Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Iron Mountain (IRM) in Q2 2023, closing a stake of 3 shares — an estimated $159 sold.

Fortis Capital Advisors first reported a position in IRM in Q4 2022 and held it in 2 quarters. The position peaked at $199 in Q4 2022. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

Fortis Capital Advisors reported no remaining Iron Mountain position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 3 Iron Mountain shares in Q2 2023, an estimated $159.
Fortis Capital Advisors first reported a position in Iron Mountain in Q4 2022 and held it in 2 quarters.
Fortis Capital Advisors's Iron Mountain position peaked at $199 in Q4 2022.
816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

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