SOA Wealth Advisors’s Iron Mountain IRM Stock Holding History

SOA Wealth Advisors’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	-5	Closed	–	–	914
2021 Q1	$0	Hold	5	–	–	﹤0.01%	864
2020 Q4	$0	Buy	+5	New	+$139	﹤0.01%	835

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SOA Wealth Advisors's IRM Position: Q2 2021 in Review

SOA Wealth Advisors sold out of Iron Mountain (IRM) in Q2 2021, closing a stake of 5 shares.

SOA Wealth Advisors first reported a position in IRM in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 687 funds tracked by Wall St. Rank hold IRM as of Q2 2021.

SOA Wealth Advisors reported no remaining Iron Mountain position as of Q2 2021 after selling out during the quarter.
SOA Wealth Advisors sold 5 Iron Mountain shares in Q2 2021.
SOA Wealth Advisors first reported a position in Iron Mountain in Q4 2020 and held it in 2 quarters.
SOA Wealth Advisors's Iron Mountain position peaked at $0 in Q1 2021.
687 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.