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TKG Advisors’s Iron Mountain IRM Stock Holding History

TKG 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
2022
Q3 		– Sell
-37,444
Closed -$1.82M – 78
2022
Q2 		$1.82M Buy
37,444
+3,180
+9% +$167K 1.57% 22
2022
Q1 		$1.9M Sell
34,264
-13,266
-28% -$632K 1.52% 23
2021
Q4 		$2.49M Buy
+47,530
New +$2.25M 1.96% 9

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 $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TKG Advisors's IRM Position: Q3 2022 in Review

TKG Advisors sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 37,444 shares — an estimated $1.82M sold.

TKG Advisors first reported a position in IRM in Q4 2021 and held it in 3 quarters. The position peaked at $2.49M in Q4 2021. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • TKG Advisors reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
  • TKG Advisors sold 37,444 Iron Mountain shares in Q3 2022, an estimated $1.82M.
  • TKG Advisors first reported a position in Iron Mountain in Q4 2021 and held it in 3 quarters.
  • TKG Advisors's Iron Mountain position peaked at $2.49M in Q4 2021.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on TKG Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.