HC Financial Advisors’s Iron Mountain IRM Stock Holding History

HC Financial 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
2020 Q4	–	Sell	-478	Closed	-$13K	–	372
2020 Q3	$13K	Buy	+478	New	+$13.6K	0.01%	226

Other funds holding IRM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HC Financial Advisors's IRM Position: Q4 2020 in Review

HC Financial Advisors sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 478 shares — an estimated $13K sold.

HC Financial Advisors first reported a position in IRM in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

HC Financial Advisors reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
HC Financial Advisors sold 478 Iron Mountain shares in Q4 2020, an estimated $13K.
HC Financial Advisors first reported a position in Iron Mountain in Q3 2020 and held it in 1 quarter.
HC Financial Advisors's Iron Mountain position peaked at $13K in Q3 2020.
615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on HC Financial Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.