Laird Norton Wetherby Trust Company’s Iron Mountain IRM Stock Holding History

Laird Norton Wetherby Trust Company’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 Q2	–	Sell	-6,000	Closed	-$332K	–	154
2022 Q1	$332K	Sell	6,000 -90	-1%	-$4.29K	0.03%	139
2021 Q4	$318K	Hold	6,090	–	–	0.03%	148
2021 Q3	$264K	Buy	+6,090	New	+$274K	0.03%	153

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company's IRM Position: Q2 2022 in Review

Laird Norton Wetherby Trust Company sold out of Iron Mountain (IRM) in Q2 2022, closing a stake of 6,000 shares — an estimated $332K sold.

Laird Norton Wetherby Trust Company first reported a position in IRM in Q3 2021 and held it in 3 quarters. The position peaked at $332K in Q1 2022. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

Laird Norton Wetherby Trust Company reported no remaining Iron Mountain position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Trust Company sold 6,000 Iron Mountain shares in Q2 2022, an estimated $332K.
Laird Norton Wetherby Trust Company first reported a position in Iron Mountain in Q3 2021 and held it in 3 quarters.
Laird Norton Wetherby Trust Company's Iron Mountain position peaked at $332K in Q1 2022.
765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2022, filed 3 Aug 2022.