IWP
IRM icon

Icon Wealth Partners’s Iron Mountain IRM Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-537
Closed -$19K – 465
2019
Q1 		$19K Buy
+537
New +$19K 0.01% 565
2018
Q3 		– Sell
-509
Closed -$18K – 494
2018
Q2 		$18K Buy
+509
New +$17.2K 0.01% 607
2018
Q1 		– Sell
-500
Closed -$19K – 492
2017
Q4 		$19K Buy
+500
New +$19.8K 0.01% 621

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Icon Wealth Partners's IRM Position: Q2 2019 in Review

Icon Wealth Partners sold out of Iron Mountain (IRM) in Q2 2019, closing a stake of 537 shares — an estimated $19K sold.

Icon Wealth Partners first reported a position in IRM in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q1 2019. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

  • Icon Wealth Partners reported no remaining Iron Mountain position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 537 Iron Mountain shares in Q2 2019, an estimated $19K.
  • Icon Wealth Partners first reported a position in Iron Mountain in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Iron Mountain position peaked at $19K in Q1 2019.
  • 522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.