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Greystone Financial Group’s Iron Mountain IRM Stock Holding History

Greystone Financial 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
2022
Q2 		– Sell
-159,704
Closed -$8.85M – 84
2022
Q1 		$8.85M Buy
159,704
+4,308
+3% +$205K 2.24% 12
2021
Q4 		$8.13M Buy
155,396
+29,778
+24% +$1.41M 1.95% 19
2021
Q3 		$5.46M Sell
125,618
-44,122
-26% -$1.99M 1.62% 29
2021
Q2 		$7.18M Buy
+169,740
New +$7.12M 1.79% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Greystone Financial Group's IRM Position: Q2 2022 in Review

Greystone Financial Group sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 159,704 shares — an estimated $8.85M sold.

Greystone Financial Group first reported a position in IRM in Q2 2021 and held it in 4 quarters. The position peaked at $8.85M in Q1 2022. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Greystone Financial Group reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
  • Greystone Financial Group sold 159,704 Iron Mountain shares in Q2 2022, an estimated $8.85M.
  • Greystone Financial Group first reported a position in Iron Mountain in Q2 2021 and held it in 4 quarters.
  • Greystone Financial Group's Iron Mountain position peaked at $8.85M in Q1 2022.
  • 765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Greystone Financial Group's 13F filing for Q2 2022, filed 3 Aug 2022.