Laurel Wealth Advisors (California)’s Iron Mountain IRM Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$202K	Buy	+4,056	New	+$205K	0.02%	638
2022 Q2	–	Sell	-4,516	Closed	-$250K	–	699
2022 Q1	$250K	Sell	4,516 -139	-3%	-$6.62K	0.02%	644
2021 Q4	$244K	Buy	4,655 +2	+0%	+$95	0.02%	689
2021 Q3	$202K	Buy	+4,653	New	+$209K	0.04%	440
2021 Q2	–	Sell	-5,497	Closed	-$203K	–	508
2021 Q1	$203K	Buy	+5,497	New	+$184K	0.03%	446

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s IRM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Iron Mountain (IRM) in Q4 2022: 4,056 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #638 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in IRM as recently as Q1 2022.

Laurel Wealth Advisors (California) first reported a position in IRM in Q1 2021 and has held it in 5 quarters since. The position peaked at $250K in Q1 2022. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

Laurel Wealth Advisors (California) held 4,056 shares of Iron Mountain worth $202K as of Q4 2022.
Iron Mountain was a new Laurel Wealth Advisors (California) position in Q4 2022.
Iron Mountain made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #638 holding.
Laurel Wealth Advisors (California) first reported a position in Iron Mountain in Q1 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s Iron Mountain position peaked at $250K in Q1 2022.
782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.