Lenox Wealth Advisors’s Iron Mountain IRM Stock Holding History

Lenox Wealth 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
2022 Q1	$1K	Buy	10 +5	+100%	+$238	﹤0.01%	713
2021 Q4	$0	Hold	5	–	–	﹤0.01%	984
2021 Q3	$0	Buy	5 +3	+150%	+$135	﹤0.01%	752
2021 Q2	$0	Hold	2	–	–	﹤0.01%	751
2021 Q1	$0	Buy	+2	New	+$67	﹤0.01%	720
2020 Q1	–	Sell	-10	Closed	–	–	858
2019 Q4	$0	Buy	+10	New	+$328	﹤0.01%	771

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Lenox Wealth Advisors's IRM Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Iron Mountain (IRM) stake by 100% in Q1 2022, buying an estimated $238 and bringing the position to 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Lenox Wealth Advisors first reported a position in IRM in Q4 2019 and has held it in 6 quarters since. 777 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

Lenox Wealth Advisors held 10 shares of Iron Mountain worth $1K as of Q1 2022.
Lenox Wealth Advisors bought 5 Iron Mountain shares in Q1 2022, an estimated $238.
Iron Mountain made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #713 holding.
Lenox Wealth Advisors first reported a position in Iron Mountain in Q4 2019 and has held it in 6 quarters since.
777 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.