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Safeguard Investment Advisory Group’s Iron Mountain IRM Stock Holding History

Safeguard Investment Advisory Group’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
-100
Closed -$2K – 380
2020
Q4 		$2K Buy
+100
New +$2.77K ﹤0.01% 625

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Investment Advisory Group's IRM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Iron Mountain (IRM) in Q1 2021, closing a stake of 100 shares — an estimated $2K sold.

Safeguard Investment Advisory Group first reported a position in IRM in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 630 funds tracked by Wall St. Rank hold IRM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Iron Mountain position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 100 Iron Mountain shares in Q1 2021, an estimated $2K.
  • Safeguard Investment Advisory Group first reported a position in Iron Mountain in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Iron Mountain position peaked at $2K in Q4 2020.
  • 630 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.