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Shine Investment Advisory Services’s Iron Mountain IRM Stock Holding History

Shine Investment Advisory Services’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
Q2 		– Sell
-9
Closed – – 750
2020
Q1 		$0 Buy
+9
New +$272 ﹤0.01% 742

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shine Investment Advisory Services's IRM Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 9 shares.

Shine Investment Advisory Services first reported a position in IRM in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 564 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

  • Shine Investment Advisory Services reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 9 Iron Mountain shares in Q2 2020.
  • Shine Investment Advisory Services first reported a position in Iron Mountain in Q1 2020 and held it in 1 quarter.
  • Shine Investment Advisory Services's Iron Mountain position peaked at $0 in Q1 2020.
  • 564 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.