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Sutton Wealth Advisors’s Iron Mountain IRM Stock Holding History

Sutton 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
2023
Q3 		$198K Buy
3,336
+42
+1% +$2.57K 0.1% 108
2023
Q2 		$187K Hold
3,294
– – 0.09% 114
2023
Q1 		$174K Sell
3,294
-13
-0.4% -$681 0.09% 114
2022
Q4 		$165K Hold
3,307
– – 0.06% 192
2022
Q3 		$145K Buy
3,307
+1,711
+107% +$86.4K 0.06% 201
2022
Q2 		$77.7K Buy
1,596
+1,550
+3,370% +$81.6K 0.03% 277
2022
Q1 		$2.55K Buy
46
+13
+39% +$619 ﹤0.01% 1175
2021
Q4 		$1.73K Hold
33
– – ﹤0.01% 1224
2021
Q3 		$1.43K Sell
33
-5
-13% -$225 ﹤0.01% 1213
2021
Q2 		$1.61K Hold
38
– – ﹤0.01% 1188
2021
Q1 		$1.41K Hold
38
– – ﹤0.01% 1175
2020
Q4 		$1.12K Buy
38
+18
+90% +$499 ﹤0.01% 1170
2020
Q3 		$536 Hold
20
– – ﹤0.01% 1175
2020
Q2 		$522 Sell
20
-41
-67% -$1.03K ﹤0.01% 1159
2020
Q1 		$1.45K Buy
61
+20
+49% +$605 ﹤0.01% 1063
2019
Q4 		$1.31K Hold
41
– – ﹤0.01% 1096
2019
Q3 		$1.33K Buy
41
+25
+156% +$785 ﹤0.01% 1095
2019
Q2 		$501 Sell
16
-12
-43% -$393 ﹤0.01% 1140
2019
Q1 		$993 Buy
28
+12
+75% +$424 ﹤0.01% 1111
2018
Q4 		$519 Hold
16
– – ﹤0.01% 1088
2018
Q3 		$552 Hold
16
– – ﹤0.01% 1078
2018
Q2 		$560 Hold
16
– – ﹤0.01% 1089
2018
Q1 		$526 Hold
16
– – ﹤0.01% 1090
2017
Q4 		$604 Hold
16
– – ﹤0.01% 1035
2017
Q3 		$622 Hold
16
– – ﹤0.01% 1025
2017
Q2 		$550 Hold
16
– – ﹤0.01% 1034
2017
Q1 		$571 Hold
16
– – ﹤0.01% 1014
2016
Q4 		$520 Hold
16
– – ﹤0.01% 1012
2016
Q3 		$600 Hold
16
– – ﹤0.01% 992
2016
Q2 		$637 Hold
16
– – ﹤0.01% 956
2016
Q1 		$543 Buy
+16
New +$460 ﹤0.01% 962

Other funds holding IRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's IRM Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Iron Mountain (IRM) stake by 1.3% in Q3 2023, buying an estimated $2.57K and bringing the position to 3,336 shares worth $198K. The position accounts for 0.1% of the portfolio, ranked #108.

Sutton Wealth Advisors first reported a position in IRM in Q1 2016 and has held it in 31 quarters since. 832 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

  • Sutton Wealth Advisors held 3,336 shares of Iron Mountain worth $198K as of Q3 2023.
  • Sutton Wealth Advisors bought 42 Iron Mountain shares in Q3 2023, an estimated $2.57K.
  • Iron Mountain made up 0.1% of Sutton Wealth Advisors's portfolio in Q3 2023, its #108 holding.
  • Sutton Wealth Advisors first reported a position in Iron Mountain in Q1 2016 and has held it in 31 quarters since.
  • 832 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.