SWP
IRM icon

ShoreHaven Wealth Partners’s Iron Mountain IRM Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-1,032
Closed -$38K – 150
2021
Q1 		$38K Buy
1,032
+22
+2% +$736 0.02% 135
2020
Q4 		$30K Buy
+1,010
New +$28K 0.02% 136

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ShoreHaven Wealth Partners's IRM Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 1,032 shares — an estimated $38K sold.

ShoreHaven Wealth Partners first reported a position in IRM in Q4 2020 and held it in 2 quarters. The position peaked at $38K in Q1 2021. 687 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,032 Iron Mountain shares in Q2 2021, an estimated $38K.
  • ShoreHaven Wealth Partners first reported a position in Iron Mountain in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Iron Mountain position peaked at $38K in Q1 2021.
  • 687 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.