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Meridian Wealth Partners’s Iron Mountain IRM Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-1,013
Closed -$37K – 669
2021
Q1 		$37K Buy
1,013
+18
+2% +$602 0.01% 188
2020
Q4 		$29K Buy
995
+18
+2% +$499 0.01% 179
2020
Q3 		$26K Buy
977
+17
+2% +$484 0.01% 180
2020
Q2 		$25K Buy
960
+18
+2% +$455 0.01% 178
2020
Q1 		$22K Buy
942
+215
+30% +$6.51K 0.01% 171
2019
Q4 		$23K Buy
+727
New +$23.8K 0.01% 190

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
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Partners's IRM Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 1,013 shares — an estimated $37K sold.

Meridian Wealth Partners first reported a position in IRM in Q4 2019 and held it in 6 quarters. The position peaked at $37K in Q1 2021. 686 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 1,013 Iron Mountain shares in Q2 2021, an estimated $37K.
  • Meridian Wealth Partners first reported a position in Iron Mountain in Q4 2019 and held it in 6 quarters.
  • Meridian Wealth Partners's Iron Mountain position peaked at $37K in Q1 2021.
  • 686 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.