Hall Private Wealth Advisors’s Iron Mountain IRM Stock Holding History

Hall Private Wealth 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
2023 Q3	$8.15M	Sell	137,107 -49,246	-26%	-$3.01M	5.48%	7
2023 Q2	$10.6M	Sell	186,353 -13,089	-7%	-$717K	5.72%	7
2023 Q1	$10.6M	Sell	199,442 -48,820	-20%	-$2.56M	5.5%	5
2022 Q4	$12.4M	Buy	248,262 +1,719	+0.7%	+$86.8K	7.04%	2
2022 Q3	$10.8M	Buy	246,543 +15,172	+7%	+$766K	6.24%	3
2022 Q2	$11.3M	Sell	231,371 -42,815	-16%	-$2.25M	6.32%	2
2022 Q1	$15.2M	Buy	274,186 +26,625	+11%	+$1.27M	8.11%	1
2021 Q4	$13M	Sell	247,561 -12,637	-5%	-$597K	8.05%	2
2021 Q3	$11.3M	Sell	260,198 -66,112	-20%	-$2.98M	7.21%	3
2021 Q2	$13.8M	Buy	+326,310	New	+$13.7M	8.99%	1
2020 Q4	$8.72M	Buy	+295,918	New	+$8.21M	7.19%	4

Other funds holding IRM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Hall Private Wealth Advisors's IRM Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its Iron Mountain (IRM) stake by 26% in Q3 2023, selling an estimated $3.01M and leaving 137,107 shares worth $8.15M. The position accounts for 5.48% of the portfolio, ranked #7.

Hall Private Wealth Advisors first reported a position in IRM in Q4 2020 and has held it in 11 quarters since. The position peaked at $15.2M in Q1 2022. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

Hall Private Wealth Advisors held 137,107 shares of Iron Mountain worth $8.15M as of Q3 2023.
Hall Private Wealth Advisors sold 49,246 Iron Mountain shares in Q3 2023, an estimated $3.01M.
Iron Mountain made up 5.48% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #7 holding.
Hall Private Wealth Advisors first reported a position in Iron Mountain in Q4 2020 and has held it in 11 quarters since.
Hall Private Wealth Advisors's Iron Mountain position peaked at $15.2M in Q1 2022.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.