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Garrett Wealth Advisory Group’s Iron Mountain IRM Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-16
Closed -$518 – 338
2019
Q3 		$518 Buy
+16
New +$503 ﹤0.01% 764

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Garrett Wealth Advisory Group's IRM Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Iron Mountain (IRM) in Q4 2019, closing a stake of 16 shares — an estimated $518 sold.

Garrett Wealth Advisory Group first reported a position in IRM in Q3 2019 and held it in 1 quarter. The position peaked at $518 in Q3 2019. 577 funds tracked by Wall St. Rank hold IRM as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Iron Mountain position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 16 Iron Mountain shares in Q4 2019, an estimated $518.
  • Garrett Wealth Advisory Group first reported a position in Iron Mountain in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Iron Mountain position peaked at $518 in Q3 2019.
  • 577 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.