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RPG Investment Advisory’s Iron Mountain IRM Stock Holding History

RPG Investment Advisory’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
2020
Q4 		– Sell
-300
Closed -$8K – 364
2020
Q3 		$8K Hold
300
– – ﹤0.01% 198
2020
Q2 		$8K Buy
+300
New +$7.58K ﹤0.01% 206

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

RPG Investment Advisory's IRM Position: Q4 2020 in Review

RPG Investment Advisory sold out of Iron Mountain (IRM) in Q4 2020, closing a stake of 300 shares — an estimated $8K sold.

RPG Investment Advisory first reported a position in IRM in Q2 2020 and held it in 2 quarters. The position peaked at $8K in Q3 2020. 615 funds tracked by Wall St. Rank hold IRM as of Q4 2020.

  • RPG Investment Advisory reported no remaining Iron Mountain position as of Q4 2020 after selling out during the quarter.
  • RPG Investment Advisory sold 300 Iron Mountain shares in Q4 2020, an estimated $8K.
  • RPG Investment Advisory first reported a position in Iron Mountain in Q2 2020 and held it in 2 quarters.
  • RPG Investment Advisory's Iron Mountain position peaked at $8K in Q3 2020.
  • 615 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2020.

Based on RPG Investment Advisory's 13F filing for Q4 2020, filed 27 Jan 2021.