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Golden State Wealth Management’s Iron Mountain IRM Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-500
Closed -$12K – 542
2020
Q1 		$12K Buy
+500
New +$15.1K 0.01% 589

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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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Golden State Wealth Management's IRM Position: Q2 2020 in Review

Golden State Wealth Management sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 500 shares — an estimated $12K sold.

Golden State Wealth Management first reported a position in IRM in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 563 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

  • Golden State Wealth Management reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 500 Iron Mountain shares in Q2 2020, an estimated $12K.
  • Golden State Wealth Management first reported a position in Iron Mountain in Q1 2020 and held it in 1 quarter.
  • Golden State Wealth Management's Iron Mountain position peaked at $12K in Q1 2020.
  • 563 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.