Guidance Point Advisors’s Iron Mountain IRM Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-4,000	Closed	-$173K	–	238
2021 Q3	$173K	Buy	+4,000	New	+$180K	0.06%	93

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Guidance Point Advisors's IRM Position: Q4 2021 in Review

Guidance Point Advisors sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 4,000 shares — an estimated $173K sold.

Guidance Point Advisors first reported a position in IRM in Q3 2021 and held it in 1 quarter. The position peaked at $173K in Q3 2021. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

Guidance Point Advisors reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 4,000 Iron Mountain shares in Q4 2021, an estimated $173K.
Guidance Point Advisors first reported a position in Iron Mountain in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Iron Mountain position peaked at $173K in Q3 2021.
753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.