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Fortitude Advisory Group’s Iron Mountain IRM Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-572
Closed -$32K – 717
2022
Q1 		$32K Buy
572
+113
+25% +$5.38K 0.02% 669
2021
Q4 		$24K Buy
+459
New +$21.7K 0.01% 790

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fortitude Advisory Group's IRM Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 572 shares — an estimated $32K sold.

Fortitude Advisory Group first reported a position in IRM in Q4 2021 and held it in 2 quarters. The position peaked at $32K in Q1 2022. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 572 Iron Mountain shares in Q2 2022, an estimated $32K.
  • Fortitude Advisory Group first reported a position in Iron Mountain in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Iron Mountain position peaked at $32K in Q1 2022.
  • 765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.