Personal Wealth Partners’s Iron Mountain IRM Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-7	Closed	–	–	313
2019 Q4	$0	Hold	7	–	–	﹤0.01%	591
2019 Q3	$0	Buy	+7	New	+$220	﹤0.01%	598

Other funds holding IRM

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Personal Wealth Partners's IRM Position: Q1 2020 in Review

Personal Wealth Partners sold out of Iron Mountain (IRM) in Q1 2020, closing a stake of 7 shares.

Personal Wealth Partners first reported a position in IRM in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 538 funds tracked by Wall St. Rank hold IRM as of Q1 2020.

Personal Wealth Partners reported no remaining Iron Mountain position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 7 Iron Mountain shares in Q1 2020.
Personal Wealth Partners first reported a position in Iron Mountain in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Iron Mountain position peaked at $0 in Q4 2019.
538 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.