SWM
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Selective Wealth Management’s Iron Mountain IRM Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-3,746
Closed -$165K – 415
2022
Q3 		$165K Sell
3,746
-1,138
-23% -$57.5K 0.07% 150
2022
Q2 		$238K Buy
4,884
+459
+10% +$24.2K 0.08% 126
2022
Q1 		$245K Buy
+4,425
New +$211K 0.09% 112

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Selective Wealth Management's IRM Position: Q4 2022 in Review

Selective Wealth Management sold out of Iron Mountain (IRM) in Q4 2022, closing a stake of 3,746 shares — an estimated $165K sold.

Selective Wealth Management first reported a position in IRM in Q1 2022 and held it in 3 quarters. The position peaked at $245K in Q1 2022. 782 funds tracked by Wall St. Rank hold IRM as of Q4 2022.

  • Selective Wealth Management reported no remaining Iron Mountain position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 3,746 Iron Mountain shares in Q4 2022, an estimated $165K.
  • Selective Wealth Management first reported a position in Iron Mountain in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Iron Mountain position peaked at $245K in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.