MRA Advisory Group’s Iron Mountain IRM Stock Holding History

MRA Advisory Group’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 Q3	–	Sell	-4,928	Closed	-$280K	–	136
2023 Q2	$280K	Sell	4,928 -200	-4%	-$10.9K	0.19%	91
2023 Q1	$271K	Buy	+5,128	New	+$269K	0.2%	91

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

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

MRA Advisory Group's IRM Position: Q3 2023 in Review

MRA Advisory Group sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 4,928 shares — an estimated $280K sold.

MRA Advisory Group first reported a position in IRM in Q1 2023 and held it in 2 quarters. The position peaked at $280K in Q2 2023. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

MRA Advisory Group reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
MRA Advisory Group sold 4,928 Iron Mountain shares in Q3 2023, an estimated $280K.
MRA Advisory Group first reported a position in Iron Mountain in Q1 2023 and held it in 2 quarters.
MRA Advisory Group's Iron Mountain position peaked at $280K in Q2 2023.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on MRA Advisory Group's 13F filing for Q3 2023, filed 8 Nov 2023.