RFA
IRM icon

Reilly Financial Advisors’s Iron Mountain IRM Stock Holding History

Reilly Financial 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
Q4 		$1K Buy
+28
New +$1.32K ﹤0.01% 1072
2021
Q1 		– Sell
-750
Closed -$22K – 1028
2020
Q4 		$22K Buy
+750
New +$20.8K ﹤0.01% 473

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Reilly Financial Advisors's IRM Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Iron Mountain (IRM) in Q4 2021: 28 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in IRM as recently as Q4 2020.

Reilly Financial Advisors first reported a position in IRM in Q4 2020 and has held it in 2 quarters since. The position peaked at $22K in Q4 2020. 753 funds tracked by Wall St. Rank hold IRM as of Q4 2021.

  • Reilly Financial Advisors held 28 shares of Iron Mountain worth $1K as of Q4 2021.
  • Iron Mountain was a new Reilly Financial Advisors position in Q4 2021.
  • Iron Mountain made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1072 holding.
  • Reilly Financial Advisors first reported a position in Iron Mountain in Q4 2020 and has held it in 2 quarters since.
  • Reilly Financial Advisors's Iron Mountain position peaked at $22K in Q4 2020.
  • 753 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.