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IndexIQ Advisors’s Iron Mountain IRM Stock Holding History

IndexIQ 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
2022
Q1 		$264K Sell
4,760
-42
-0.9% -$2K 0.01% 1003
2021
Q4 		$251K Sell
4,802
-161
-3% -$7.61K 0.01% 995
2021
Q3 		$216K Buy
4,963
+242
+5% +$10.9K 0.01% 1036
2021
Q2 		$200K Buy
4,721
+147
+3% +$6.17K 0.01% 1039
2021
Q1 		$169K Buy
4,574
+576
+14% +$19.3K 0.01% 1035
2020
Q4 		$118K Buy
3,998
+1,871
+88% +$51.9K ﹤0.01% 1000
2020
Q3 		$57K Buy
2,127
+1,281
+151% +$36.5K ﹤0.01% 978
2020
Q2 		$22K Buy
846
+747
+755% +$18.9K ﹤0.01% 1010
2020
Q1 		$2K Buy
99
+4
+4% +$121 ﹤0.01% 960
2019
Q4 		$3K Buy
+95
New +$3.12K ﹤0.01% 775

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IndexIQ Advisors's IRM Position: Q1 2022 in Review

IndexIQ Advisors reduced its Iron Mountain (IRM) stake by 0.87% in Q1 2022, selling an estimated $2K and leaving 4,760 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #1003.

IndexIQ Advisors first reported a position in IRM in Q4 2019 and has held it in 10 quarters since. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • IndexIQ Advisors held 4,760 shares of Iron Mountain worth $264K as of Q1 2022.
  • IndexIQ Advisors sold 42 Iron Mountain shares in Q1 2022, an estimated $2K.
  • Iron Mountain made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1003 holding.
  • IndexIQ Advisors first reported a position in Iron Mountain in Q4 2019 and has held it in 10 quarters since.
  • 776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.