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Genesis Wealth Advisors’s Iron Mountain IRM Stock Holding History

Genesis Wealth 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
2015
Q2 		$465 Hold
15
– – ﹤0.01% 484
2015
Q1 		$544 Hold
15
– – ﹤0.01% 435
2014
Q4 		$547 Buy
+15
New +$546 ﹤0.01% 464

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Genesis Wealth Advisors's IRM Position: Q2 2015 in Review

Genesis Wealth Advisors held its Iron Mountain (IRM) position steady in Q2 2015 at 15 shares worth $465. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Genesis Wealth Advisors first reported a position in IRM in Q4 2014 and has held it in 3 quarters since. The position peaked at $547 in Q4 2014. 352 funds tracked by Wall St. Rank hold IRM as of Q2 2015.

  • Genesis Wealth Advisors held 15 shares of Iron Mountain worth $465 as of Q2 2015.
  • Genesis Wealth Advisors left its Iron Mountain share count unchanged in Q2 2015.
  • Iron Mountain made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #484 holding.
  • Genesis Wealth Advisors first reported a position in Iron Mountain in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Iron Mountain position peaked at $547 in Q4 2014.
  • 352 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.