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Graves Light Lenhart Wealth’s Iron Mountain IRM Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-330
Closed -$16K – 358
2022
Q2 		$16K Hold
330
– – ﹤0.01% 444
2022
Q1 		$18K Hold
330
– – ﹤0.01% 482
2021
Q4 		$17K Hold
330
– – ﹤0.01% 545
2021
Q3 		$14K Buy
+330
New +$14.9K ﹤0.01% 533

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Graves Light Lenhart Wealth's IRM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 330 shares — an estimated $16K sold.

Graves Light Lenhart Wealth first reported a position in IRM in Q3 2021 and held it in 4 quarters. The position peaked at $18K in Q1 2022. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 330 Iron Mountain shares in Q3 2022, an estimated $16K.
  • Graves Light Lenhart Wealth first reported a position in Iron Mountain in Q3 2021 and held it in 4 quarters.
  • Graves Light Lenhart Wealth's Iron Mountain position peaked at $18K in Q1 2022.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.