Navis Wealth Advisors’s Iron Mountain IRM Stock Holding History

Navis Wealth Advisors’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 Q1	–	Sell	-4,125	Closed	-$122K	–	149
2020 Q4	$122K	Buy	+4,125	New	+$114K	0.11%	107

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Navis Wealth Advisors's IRM Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 4,125 shares — an estimated $122K sold.

Navis Wealth Advisors first reported a position in IRM in Q4 2020 and held it in 1 quarter. The position peaked at $122K in Q4 2020. 630 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

Navis Wealth Advisors reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
Navis Wealth Advisors sold 4,125 Iron Mountain shares in Q1 2021, an estimated $122K.
Navis Wealth Advisors first reported a position in Iron Mountain in Q4 2020 and held it in 1 quarter.
Navis Wealth Advisors's Iron Mountain position peaked at $122K in Q4 2020.
630 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.