JA
IRM icon

JOYN Advisors’s Iron Mountain IRM Stock Holding History

JOYN 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
2019
Q1 		– Sell
-610
Closed -$20K – 727
2018
Q4 		$20K Buy
610
+436
+251% +$14.3K ﹤0.01% 663
2018
Q3 		$6K Buy
174
+15
+9% +$534 ﹤0.01% 1129
2018
Q2 		$6K Buy
159
+146
+1,123% +$4.93K ﹤0.01% 1073
2018
Q1 		$0 Buy
+13
New +$438 ﹤0.01% 1360

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

JOYN Advisors's IRM Position: Q1 2019 in Review

JOYN Advisors sold out of Iron Mountain (IRM) in Q1 2019, closing a stake of 610 shares — an estimated $20K sold.

JOYN Advisors first reported a position in IRM in Q1 2018 and held it in 4 quarters. The position peaked at $20K in Q4 2018. 536 funds tracked by Wall St. Rank hold IRM as of Q1 2019.

  • JOYN Advisors reported no remaining Iron Mountain position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 610 Iron Mountain shares in Q1 2019, an estimated $20K.
  • JOYN Advisors first reported a position in Iron Mountain in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Iron Mountain position peaked at $20K in Q4 2018.
  • 536 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.