PWM
IRM icon

Paulson Wealth Management’s Iron Mountain IRM Stock Holding History

Paulson 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
2018
Q1 		– Sell
-61
Closed -$2K – 307
2017
Q4 		$2K Buy
+61
New +$2.42K ﹤0.01% 551

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Paulson Wealth Management's IRM Position: Q1 2018 in Review

Paulson Wealth Management sold out of Iron Mountain (IRM) in Q1 2018, closing a stake of 61 shares — an estimated $2K sold.

Paulson Wealth Management first reported a position in IRM in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 474 funds tracked by Wall St. Rank hold IRM as of Q1 2018.

  • Paulson Wealth Management reported no remaining Iron Mountain position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 61 Iron Mountain shares in Q1 2018, an estimated $2K.
  • Paulson Wealth Management first reported a position in Iron Mountain in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Iron Mountain position peaked at $2K in Q4 2017.
  • 474 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.