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Lake Point Wealth Management’s Iron Mountain IRM Stock Holding History

Lake Point Wealth 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
Q2 		$5K Hold
100
– – ﹤0.01% 228
2022
Q1 		$6K Hold
100
– – ﹤0.01% 223
2021
Q4 		$5K Hold
100
– – ﹤0.01% 250
2021
Q3 		$4K Hold
100
– – ﹤0.01% 260
2021
Q2 		$4K Buy
+100
New +$4.19K ﹤0.01% 269

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lake Point Wealth Management's IRM Position: Q2 2022 in Review

Lake Point Wealth Management held its Iron Mountain (IRM) position steady in Q2 2022 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Lake Point Wealth Management first reported a position in IRM in Q2 2021 and has held it in 5 quarters since. The position peaked at $6K in Q1 2022. 765 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Lake Point Wealth Management held 100 shares of Iron Mountain worth $5K as of Q2 2022.
  • Lake Point Wealth Management left its Iron Mountain share count unchanged in Q2 2022.
  • Iron Mountain made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #228 holding.
  • Lake Point Wealth Management first reported a position in Iron Mountain in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Iron Mountain position peaked at $6K in Q1 2022.
  • 765 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.