Kings Point Capital Management’s Iron Mountain IRM Stock Holding History

Kings Point Capital 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 Q1	$111K	Hold	2,000	–	–	0.01%	262
2021 Q4	$105K	Hold	2,000	–	–	0.01%	291
2021 Q3	$87K	Hold	2,000	–	–	0.01%	296
2021 Q2	$85K	Hold	2,000	–	–	0.01%	293
2021 Q1	$74K	Hold	2,000	–	–	0.01%	296
2020 Q4	$59K	Sell	2,000 -400	-17%	-$11.1K	0.01%	302
2020 Q3	$64K	Buy	2,400 +400	+20%	+$11.4K	0.01%	289
2020 Q2	$52K	Hold	2,000	–	–	0.01%	275
2020 Q1	$48K	Sell	2,000 -2,600	-57%	-$78.7K	0.01%	284
2019 Q4	$147K	Hold	4,600	–	–	0.02%	209
2019 Q3	$149K	Sell	4,600 -200	-4%	-$6.28K	0.03%	181
2019 Q2	$150K	Buy	4,800 +2,600	+118%	+$85.2K	0.03%	161
2019 Q1	$78K	Hold	2,200	–	–	0.02%	193
2018 Q4	$71K	Hold	2,200	–	–	0.02%	185
2018 Q3	$76K	Sell	2,200 -89,870	-98%	-$3.2M	0.01%	202
2018 Q2	$3.22M	Buy	92,070 +3,640	+4%	+$123K	0.64%	59
2018 Q1	$2.91M	Buy	88,430 +7,013	+9%	+$236K	0.59%	58
2017 Q4	$3.07M	Buy	81,417 +9,351	+13%	+$371K	0.65%	57
2017 Q3	$2.8M	Buy	72,066 +3,258	+5%	+$122K	0.63%	60
2017 Q2	$2.36M	Buy	+68,808	New	+$2.41M	0.55%	63

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kings Point Capital Management's IRM Position: Q1 2022 in Review

Kings Point Capital Management held its Iron Mountain (IRM) position steady in Q1 2022 at 2,000 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #262.

Kings Point Capital Management first reported a position in IRM in Q2 2017 and has held it in 20 quarters since. The position peaked at $3.22M in Q2 2018. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

Kings Point Capital Management held 2,000 shares of Iron Mountain worth $111K as of Q1 2022.
Kings Point Capital Management left its Iron Mountain share count unchanged in Q1 2022.
Iron Mountain made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #262 holding.
Kings Point Capital Management first reported a position in Iron Mountain in Q2 2017 and has held it in 20 quarters since.
Kings Point Capital Management's Iron Mountain position peaked at $3.22M in Q2 2018.
776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.