Iron Horse Wealth Management’s Iron Mountain IRM Stock Holding History

Iron Horse Wealth Management’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 Q3	–	Sell	-3	Closed	–	–	213
2022 Q2	$0	Buy	+3	New	+$158	﹤0.01%	285

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Iron Horse Wealth Management's IRM Position: Q3 2022 in Review

Iron Horse Wealth Management sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 3 shares.

Iron Horse Wealth Management first reported a position in IRM in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

Iron Horse Wealth Management reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
Iron Horse Wealth Management sold 3 Iron Mountain shares in Q3 2022.
Iron Horse Wealth Management first reported a position in Iron Mountain in Q2 2022 and held it in 1 quarter.
Iron Horse Wealth Management's Iron Mountain position peaked at $0 in Q2 2022.
742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Iron Horse Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.