Red Door Wealth Management’s Iron Mountain IRM Stock Holding History

Red Door 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
2021 Q3	–	Sell	-399	Closed	-$16K	–	380
2021 Q2	$16K	Buy	+399	New	+$16.7K	0.01%	391
2020 Q3	–	Sell	-578	Closed	-$15K	–	252
2020 Q2	$15K	Buy	578 +399	+223%	+$10.1K	0.01%	279
2020 Q1	$4K	Buy	+179	New	+$5.42K	﹤0.01%	356

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Red Door Wealth Management's IRM Position: Q3 2021 in Review

Red Door Wealth Management sold out of Iron Mountain (IRM) in Q3 2021, closing a stake of 399 shares — an estimated $16K sold.

Red Door Wealth Management first reported a position in IRM in Q1 2020 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 710 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

Red Door Wealth Management reported no remaining Iron Mountain position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 399 Iron Mountain shares in Q3 2021, an estimated $16K.
Red Door Wealth Management first reported a position in Iron Mountain in Q1 2020 and held it in 3 quarters.
Red Door Wealth Management's Iron Mountain position peaked at $16K in Q2 2021.
710 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.