Legacy Financial Advisors’s Iron Mountain IRM Stock Holding History

Legacy Financial Advisors’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
2019 Q2	–	Sell	-45	Closed	-$2K	–	498
2019 Q1	$2K	Buy	+45	New	+$1.59K	﹤0.01%	898

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Legacy Financial Advisors's IRM Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Iron Mountain (IRM) in Q2 2019, closing a stake of 45 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in IRM in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

Legacy Financial Advisors reported no remaining Iron Mountain position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 45 Iron Mountain shares in Q2 2019, an estimated $2K.
Legacy Financial Advisors first reported a position in Iron Mountain in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's Iron Mountain position peaked at $2K in Q1 2019.
522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.