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SteelPeak Wealth’s Iron Mountain IRM Stock Holding History

SteelPeak Wealth’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
2023
Q2 		– Sell
-6,623
Closed -$355K – 475
2023
Q1 		$355K Buy
6,623
+1,150
+21% +$60.3K 0.02% 283
2022
Q4 		$276K Buy
+5,473
New +$276K 0.02% 320
2022
Q3 		– Sell
-6,599
Closed -$325K – 419
2022
Q2 		$325K Sell
6,599
-939
-12% -$49.4K 0.02% 310
2022
Q1 		$418K Buy
7,538
+1
+0% +$48 0.02% 311
2021
Q4 		$394K Buy
7,537
+53
+0.7% +$2.5K 0.02% 297
2021
Q3 		$325K Sell
7,484
-362
-5% -$16.3K 0.02% 319
2021
Q2 		$332K Sell
7,846
-1,631
-17% -$68.4K 0.02% 321
2021
Q1 		$351K Sell
9,477
-19,148
-67% -$640K 0.03% 278
2020
Q4 		$844K Buy
28,625
+4,555
+19% +$126K 0.08% 172
2020
Q3 		$645K Buy
+24,070
New +$685K 0.07% 157
2020
Q2 		– Sell
-27,763
Closed -$661K – 291
2020
Q1 		$661K Buy
27,763
+640
+2% +$19.4K 0.1% 131
2019
Q4 		$864K Buy
+27,123
New +$889K 0.12% 145

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SteelPeak Wealth's IRM Position: Q2 2023 in Review

SteelPeak Wealth sold out of Iron Mountain (IRM) in Q2 2023, closing a stake of 6,623 shares — an estimated $355K sold.

SteelPeak Wealth first reported a position in IRM in Q4 2019 and held it in 12 quarters. The position peaked at $864K in Q4 2019. 816 funds tracked by Wall St. Rank hold IRM as of Q2 2023.

  • SteelPeak Wealth reported no remaining Iron Mountain position as of Q2 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 6,623 Iron Mountain shares in Q2 2023, an estimated $355K.
  • SteelPeak Wealth first reported a position in Iron Mountain in Q4 2019 and held it in 12 quarters.
  • SteelPeak Wealth's Iron Mountain position peaked at $864K in Q4 2019.
  • 816 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2023.

Based on SteelPeak Wealth's 13F filing for Q2 2023, filed 3 Aug 2023.