MWM
IRM icon

Mascoma Wealth Management’s Iron Mountain IRM Stock Holding History

Mascoma 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
2021
Q4 		– Sell
-500
Closed -$22K – 546
2021
Q3 		$22K Buy
+500
New +$22.5K 0.01% 283
2021
Q2 		– Sell
-500
Closed -$19K – 275
2021
Q1 		$19K Buy
+500
New +$16.7K 0.01% 296

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mascoma Wealth Management's IRM Position: Q4 2021 in Review

Mascoma Wealth Management sold out of Iron Mountain (IRM) in Q4 2021, closing a stake of 500 shares — an estimated $22K sold.

Mascoma Wealth Management first reported a position in IRM in Q1 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

  • Mascoma Wealth Management reported no remaining Iron Mountain position as of Q4 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 500 Iron Mountain shares in Q4 2021, an estimated $22K.
  • Mascoma Wealth Management first reported a position in Iron Mountain in Q1 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's Iron Mountain position peaked at $22K in Q3 2021.
  • 753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.