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Roberts Wealth Advisors’s Iron Mountain IRM Stock Holding History

Roberts 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
2022
Q1 		– Sell
-40,424
Closed -$2.12M – 94
2021
Q4 		$2.12M Sell
40,424
-1,788
-4% -$84.5K 0.76% 43
2021
Q3 		$1.83M Buy
+42,212
New +$1.9M 0.73% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Roberts Wealth Advisors's IRM Position: Q1 2022 in Review

Roberts Wealth Advisors sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 40,424 shares — an estimated $2.12M sold.

Roberts Wealth Advisors first reported a position in IRM in Q3 2021 and held it in 2 quarters. The position peaked at $2.12M in Q4 2021. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • Roberts Wealth Advisors reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
  • Roberts Wealth Advisors sold 40,424 Iron Mountain shares in Q1 2022, an estimated $2.12M.
  • Roberts Wealth Advisors first reported a position in Iron Mountain in Q3 2021 and held it in 2 quarters.
  • Roberts Wealth Advisors's Iron Mountain position peaked at $2.12M in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Roberts Wealth Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.