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Legacy Wealth Partners (California)’s Iron Mountain IRM Stock Holding History

Legacy Wealth Partners (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
2020
Q3 		– Sell
-7,782
Closed -$203K – 101
2020
Q2 		$203K Buy
+7,782
New +$197K 0.15% 95

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
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Wealth Partners (California)'s IRM Position: Q3 2020 in Review

Legacy Wealth Partners (California) sold out of Iron Mountain (IRM) in Q3 2020, closing a stake of 7,782 shares — an estimated $203K sold.

Legacy Wealth Partners (California) first reported a position in IRM in Q2 2020 and held it in 1 quarter. The position peaked at $203K in Q2 2020. 590 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

  • Legacy Wealth Partners (California) reported no remaining Iron Mountain position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 7,782 Iron Mountain shares in Q3 2020, an estimated $203K.
  • Legacy Wealth Partners (California) first reported a position in Iron Mountain in Q2 2020 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s Iron Mountain position peaked at $203K in Q2 2020.
  • 590 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q3 2020, filed 12 Nov 2020.