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Regent Peak Wealth Advisors’s Iron Mountain IRM Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-95
Closed -$3K – 552
2020
Q4 		$3K Buy
+95
New +$2.64K ﹤0.01% 747

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Regent Peak Wealth Advisors's IRM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 95 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in IRM in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 632 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 95 Iron Mountain shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Iron Mountain in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Iron Mountain position peaked at $3K in Q4 2020.
  • 632 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.