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Freestone Capital Holdings’s Iron Mountain IRM Stock Holding History

Freestone Capital Holdings’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
-4,250
Closed -$235K – 509
2022
Q1 		$235K Sell
4,250
-85
-2% -$4.05K 0.01% 512
2021
Q4 		$227K Buy
+4,335
New +$205K 0.01% 451
2021
Q1 		– Sell
-2,469
Closed -$72.8K – 739
2020
Q4 		$72.8K Buy
2,469
+602
+32% +$16.7K ﹤0.01% 488
2020
Q3 		$50K Buy
+1,867
New +$53.1K ﹤0.01% 488

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

Freestone Capital Holdings's IRM Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 4,250 shares — an estimated $235K sold.

Freestone Capital Holdings first reported a position in IRM in Q3 2020 and held it in 4 quarters. The position peaked at $235K in Q1 2022. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Freestone Capital Holdings reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 4,250 Iron Mountain shares in Q2 2022, an estimated $235K.
  • Freestone Capital Holdings first reported a position in Iron Mountain in Q3 2020 and held it in 4 quarters.
  • Freestone Capital Holdings's Iron Mountain position peaked at $235K in Q1 2022.
  • 765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.