Kore Private Wealth’s Iron Mountain IRM Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-831	Closed	-$21K	–	669
2020 Q2	$21K	Buy	831 +500	+151%	+$12.6K	﹤0.01%	637
2020 Q1	$8K	Buy	+331	New	+$10K	﹤0.01%	722

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Kore Private Wealth's IRM Position: Q3 2020 in Review

Kore Private Wealth sold out of Iron Mountain (IRM) in Q3 2020, closing a stake of 831 shares — an estimated $21K sold.

Kore Private Wealth first reported a position in IRM in Q1 2020 and held it in 2 quarters. The position peaked at $21K in Q2 2020. 590 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

Kore Private Wealth reported no remaining Iron Mountain position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 831 Iron Mountain shares in Q3 2020, an estimated $21K.
Kore Private Wealth first reported a position in Iron Mountain in Q1 2020 and held it in 2 quarters.
Kore Private Wealth's Iron Mountain position peaked at $21K in Q2 2020.
590 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.