JPLA
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Joseph P. Lucia & Associates’s Iron Mountain IRM Stock Holding History

Joseph P. Lucia & Associates’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
-10
Closed – – 262
2022
Q2 		$0 Buy
+10
New +$526 ﹤0.01% 467
2021
Q2 		– Sell
-250
Closed -$9K – 594
2021
Q1 		$9K Buy
+250
New +$8.36K ﹤0.01% 370

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Joseph P. Lucia & Associates's IRM Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 10 shares.

Joseph P. Lucia & Associates first reported a position in IRM in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q1 2021. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 10 Iron Mountain shares in Q3 2022.
  • Joseph P. Lucia & Associates first reported a position in Iron Mountain in Q1 2021 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Iron Mountain position peaked at $9K in Q1 2021.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.