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Pinnacle Private Wealth’s Iron Mountain IRM Stock Holding History

Pinnacle Private Wealth’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
Q2 		$227K Buy
4,653
+676
+17% +$35.6K 0.09% 238
2022
Q1 		$220K Sell
3,977
-200
-5% -$9.53K 0.07% 269
2021
Q4 		$219K Buy
+4,177
New +$197K 0.07% 267

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 $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Pinnacle Private Wealth's IRM Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Iron Mountain (IRM) stake by 17% in Q2 2022, buying an estimated $35.6K and bringing the position to 4,653 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #238.

Pinnacle Private Wealth first reported a position in IRM in Q4 2021 and has held it in 3 quarters since. 766 funds tracked by Wall St. Rank hold IRM as of Q2 2022.

  • Pinnacle Private Wealth held 4,653 shares of Iron Mountain worth $227K as of Q2 2022.
  • Pinnacle Private Wealth bought 676 Iron Mountain shares in Q2 2022, an estimated $35.6K.
  • Iron Mountain made up 0.09% of Pinnacle Private Wealth's portfolio in Q2 2022, its #238 holding.
  • Pinnacle Private Wealth first reported a position in Iron Mountain in Q4 2021 and has held it in 3 quarters since.
  • 766 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.