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MPS Loria Financial Planners’s Iron Mountain IRM Stock Holding History

MPS Loria Financial Planners’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
-262
Closed -$9K – 334
2021
Q1 		$9K Sell
262
-1
-0.4% -$33 ﹤0.01% 302
2020
Q4 		$8K Buy
263
+13
+5% +$361 ﹤0.01% 318
2020
Q3 		$7K Hold
250
– – ﹤0.01% 257
2020
Q2 		$7K Buy
+250
New +$6.31K ﹤0.01% 266
2017
Q3 		– Sell
-250
Closed -$9K – 208
2017
Q2 		$9K Buy
+250
New +$8.74K 0.01% 300

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MPS Loria Financial Planners's IRM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 262 shares — an estimated $9K sold.

MPS Loria Financial Planners first reported a position in IRM in Q2 2017 and held it in 5 quarters. The position peaked at $9K in Q1 2021. 687 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 262 Iron Mountain shares in Q2 2021, an estimated $9K.
  • MPS Loria Financial Planners first reported a position in Iron Mountain in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Iron Mountain position peaked at $9K in Q1 2021.
  • 687 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.