Northwest Wealth Management’s Iron Mountain IRM Stock Holding History

Northwest 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
2019 Q2	–	Sell	-185	Closed	-$7K	–	301
2019 Q1	$7K	Hold	185	–	–	0.01%	376
2018 Q4	$6K	Hold	185	–	–	0.01%	376
2018 Q3	$6K	Hold	185	–	–	﹤0.01%	402
2018 Q2	$6K	Hold	185	–	–	﹤0.01%	393
2018 Q1	$6K	Buy	+185	New	+$6.23K	﹤0.01%	402

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Wealth Management's IRM Position: Q2 2019 in Review

Northwest Wealth Management sold out of Iron Mountain (IRM) in Q2 2019, closing a stake of 185 shares — an estimated $7K sold.

Northwest Wealth Management first reported a position in IRM in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q1 2019. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

Northwest Wealth Management reported no remaining Iron Mountain position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 185 Iron Mountain shares in Q2 2019, an estimated $7K.
Northwest Wealth Management first reported a position in Iron Mountain in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Iron Mountain position peaked at $7K in Q1 2019.
522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.