SBA
IRM icon

Secrest Blakey & Associates’s Iron Mountain IRM Stock Holding History

Secrest Blakey & Associates’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
2019
Q2 		– Sell
-1,018
Closed -$37K – 133
2019
Q1 		$37K Buy
+1,018
New +$36K 0.04% 101

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Secrest Blakey & Associates's IRM Position: Q2 2019 in Review

Secrest Blakey & Associates sold out of Iron Mountain (IRM) in Q2 2019, closing a stake of 1,018 shares — an estimated $37K sold.

Secrest Blakey & Associates first reported a position in IRM in Q1 2019 and held it in 1 quarter. The position peaked at $37K in Q1 2019. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

  • Secrest Blakey & Associates reported no remaining Iron Mountain position as of Q2 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 1,018 Iron Mountain shares in Q2 2019, an estimated $37K.
  • Secrest Blakey & Associates first reported a position in Iron Mountain in Q1 2019 and held it in 1 quarter.
  • Secrest Blakey & Associates's Iron Mountain position peaked at $37K in Q1 2019.
  • 522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Secrest Blakey & Associates's 13F filing for Q2 2019, filed 13 Aug 2019.