PK
IRM icon

Pflug Koory’s Iron Mountain IRM Stock Holding History

Pflug Koory’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
2022
Q4 		– Sell
-329
Closed -$14K – 432
2022
Q3 		$14K Hold
329
– – 0.01% 320
2022
Q2 		$16K Hold
329
– – 0.01% 315
2022
Q1 		$18K Hold
329
– – 0.01% 322
2021
Q4 		$17K Hold
329
– – 0.01% 331
2021
Q3 		$14K Hold
329
– – 0.01% 336
2021
Q2 		$14K Hold
329
– – 0.01% 344
2021
Q1 		$12K Buy
329
+7
+2% +$234 0.01% 352
2020
Q4 		$9K Buy
+322
New +$8.94K 0.01% 349

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pflug Koory's IRM Position: Q4 2022 in Review

Pflug Koory sold out of Iron Mountain (IRM) in Q4 2022, closing a stake of 329 shares — an estimated $14K sold.

Pflug Koory first reported a position in IRM in Q4 2020 and held it in 8 quarters. The position peaked at $18K in Q1 2022. 781 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • Pflug Koory reported no remaining Iron Mountain position as of Q4 2022 after selling out during the quarter.
  • Pflug Koory sold 329 Iron Mountain shares in Q4 2022, an estimated $14K.
  • Pflug Koory first reported a position in Iron Mountain in Q4 2020 and held it in 8 quarters.
  • Pflug Koory's Iron Mountain position peaked at $18K in Q1 2022.
  • 781 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Pflug Koory's 13F filing for Q4 2022, filed 18 Jan 2023.