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Global Wealth Management Investment Advisory’s Iron Mountain IRM Stock Holding History

Global Wealth Management Investment Advisory’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
-13
Closed – – 678
2019
Q3 		$0 Hold
13
– – ﹤0.01% 681
2019
Q2 		$0 Hold
13
– – ﹤0.01% 739
2019
Q1 		$0 Sell
13
-53
-80% -$1.87K ﹤0.01% 716
2018
Q4 		$2K Buy
+66
New +$2.17K ﹤0.01% 588

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

Global Wealth Management Investment Advisory's IRM Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Iron Mountain (IRM) in Q4 2019, closing a stake of 13 shares.

Global Wealth Management Investment Advisory first reported a position in IRM in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q4 2018. 578 funds tracked by Wall St. Rank hold IRM as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Iron Mountain position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 13 Iron Mountain shares in Q4 2019.
  • Global Wealth Management Investment Advisory first reported a position in Iron Mountain in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Iron Mountain position peaked at $2K in Q4 2018.
  • 578 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.