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Money Concepts Capital’s Iron Mountain IRM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-5,483
Closed -$273K – 1705
2022
Q4 		$273K Buy
+5,483
New +$277K 0.01% 581
2022
Q2 		– Sell
-3,214
Closed -$178K – 2043
2022
Q1 		$178K Buy
+3,214
New +$153K 0.01% 787

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's IRM Position: Q1 2023 in Review

Money Concepts Capital sold out of Iron Mountain (IRM) in Q1 2023, closing a stake of 5,483 shares — an estimated $273K sold.

Money Concepts Capital first reported a position in IRM in Q1 2022 and held it in 2 quarters. The position peaked at $273K in Q4 2022. 790 funds tracked by Wall St. Rank hold IRM as of Q1 2023.

  • Money Concepts Capital reported no remaining Iron Mountain position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,483 Iron Mountain shares in Q1 2023, an estimated $273K.
  • Money Concepts Capital first reported a position in Iron Mountain in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Iron Mountain position peaked at $273K in Q4 2022.
  • 790 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.