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Polaris Wealth Advisory Group’s Iron Mountain IRM Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-200
Closed -$7K – 295
2018
Q3 		$7K Buy
+200
New +$7.13K ﹤0.01% 428

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Polaris Wealth Advisory Group's IRM Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Iron Mountain (IRM) in Q4 2018, closing a stake of 200 shares — an estimated $7K sold.

Polaris Wealth Advisory Group first reported a position in IRM in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Iron Mountain position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 200 Iron Mountain shares in Q4 2018, an estimated $7K.
  • Polaris Wealth Advisory Group first reported a position in Iron Mountain in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Iron Mountain position peaked at $7K in Q3 2018.
  • 485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.