HWMA
IRM icon

Heritage Wealth Management (Arizona)’s Iron Mountain IRM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$11.5K Buy
230
+11
+5% +$555 ﹤0.01% 753
2022
Q3 		$10K Hold
219
– – ﹤0.01% 649
2022
Q2 		$10.7K Buy
219
+104
+90% +$5.47K ﹤0.01% 655
2022
Q1 		$6K Buy
+115
New +$5.48K ﹤0.01% 774
2021
Q3 		$5K Hold
115
– – ﹤0.01% 732
2021
Q2 		$5K Hold
115
– – ﹤0.01% 745
2021
Q1 		$4K Buy
+115
New +$3.85K ﹤0.01% 664

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IRM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Iron Mountain (IRM) stake by 5% in Q4 2022, buying an estimated $555 and bringing the position to 230 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Heritage Wealth Management (Arizona) first reported a position in IRM in Q1 2021 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 230 shares of Iron Mountain worth $11.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 11 Iron Mountain shares in Q4 2022, an estimated $555.
  • Iron Mountain made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #753 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Iron Mountain in Q1 2021 and has held it in 7 quarters since.
  • 782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.