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Next Financial Group’s Iron Mountain IRM Stock Holding History

Next Financial 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
2021
Q4 		$1.07M Sell
20,410
-193
-0.9% -$9.12K 0.07% 310
2021
Q3 		$899K Buy
20,603
+1,346
+7% +$60.6K 0.07% 299
2021
Q2 		$820K Sell
19,257
-753
-4% -$31.6K 0.07% 306
2021
Q1 		$746K Buy
20,010
+12,650
+172% +$423K 0.07% 303
2020
Q4 		$217K Sell
7,360
-973
-12% -$27K 0.02% 690
2020
Q3 		$224K Sell
8,333
-1,016
-11% -$28.9K 0.02% 578
2020
Q2 		$244K Buy
9,349
+3,866
+71% +$97.6K 0.03% 467
2020
Q1 		$130K Sell
5,483
-556
-9% -$16.8K 0.02% 677
2019
Q4 		$193K Buy
6,039
+4,055
+204% +$133K 0.02% 709
2019
Q3 		$65K Hold
1,984
– – 0.01% 1054
2019
Q2 		$62K Buy
1,984
+1,900
+2,262% +$62.3K 0.01% 1096
2019
Q1 		$3K Sell
84
-1,654
-95% -$58.4K ﹤0.01% 1378
2018
Q4 		$56K Buy
+1,738
New +$57K 0.01% 770

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's IRM Position: Q4 2021 in Review

Next Financial Group reduced its Iron Mountain (IRM) stake by 0.94% in Q4 2021, selling an estimated $9.12K and leaving 20,410 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #310.

Next Financial Group first reported a position in IRM in Q4 2018 and has held it in 13 quarters since. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

  • Next Financial Group held 20,410 shares of Iron Mountain worth $1.07M as of Q4 2021.
  • Next Financial Group sold 193 Iron Mountain shares in Q4 2021, an estimated $9.12K.
  • Iron Mountain made up 0.07% of Next Financial Group's portfolio in Q4 2021, its #310 holding.
  • Next Financial Group first reported a position in Iron Mountain in Q4 2018 and has held it in 13 quarters since.
  • 753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.