NEIRG Wealth Management’s Iron Mountain IRM Stock Holding History

NEIRG Wealth Management’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	-61,174	Closed	-$3.48M	–	52
2023 Q2	$3.48M	Sell	61,174 -9,547	-13%	-$523K	0.64%	43
2023 Q1	$3.74M	Buy	70,721 +3,294	+5%	+$173K	0.65%	44
2022 Q4	$3.36M	Buy	67,427 +7,005	+12%	+$354K	0.63%	49
2022 Q3	$2.66M	Buy	60,422 +9,596	+19%	+$485K	0.53%	54
2022 Q2	$2.48M	Buy	50,826 +25,592	+101%	+$1.35M	0.54%	58
2022 Q1	$1.4M	Buy	25,234 +13,508	+115%	+$643K	0.27%	71
2021 Q4	$614K	Buy	+11,726	New	+$554K	0.12%	75

Other funds holding IRM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NEIRG Wealth Management's IRM Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 61,174 shares — an estimated $3.48M sold.

NEIRG Wealth Management first reported a position in IRM in Q4 2021 and held it in 7 quarters. The position peaked at $3.74M in Q1 2023. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

NEIRG Wealth Management reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 61,174 Iron Mountain shares in Q3 2023, an estimated $3.48M.
NEIRG Wealth Management first reported a position in Iron Mountain in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's Iron Mountain position peaked at $3.74M in Q1 2023.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.