Tradewinds Capital Management’s Iron Mountain IRM Stock Holding History

Tradewinds Capital Management’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 Q1	–	Sell	-150	Closed	-$8K	–	807
2021 Q4	$8K	Buy	150 +35	+30%	+$1.65K	﹤0.01%	525
2021 Q3	$5K	Buy	115 +15	+15%	+$675	﹤0.01%	552
2021 Q2	$4K	Buy	+100	New	+$4.19K	﹤0.01%	599
2015 Q3	–	Sell	-390	Closed	-$12K	–	675
2015 Q2	$12K	Hold	390	–	–	0.01%	384
2015 Q1	$14K	Hold	390	–	–	0.01%	330
2014 Q4	$15K	Buy	390 +26	+7%	+$946	0.01%	331
2014 Q3	$12K	Sell	364 -30	-8%	-$973	0.01%	354
2014 Q2	$13K	Hold	394	–	–	0.01%	352
2014 Q1	$10K	Hold	394	–	–	0.01%	388
2013 Q4	$11K	Buy	+394	New	+$10.1K	0.01%	363

Other funds holding IRM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tradewinds Capital Management's IRM Position: Q1 2022 in Review

Tradewinds Capital Management sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 150 shares — an estimated $8K sold.

Tradewinds Capital Management first reported a position in IRM in Q4 2013 and held it in 10 quarters. The position peaked at $15K in Q4 2014. 776 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

Tradewinds Capital Management reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
Tradewinds Capital Management sold 150 Iron Mountain shares in Q1 2022, an estimated $8K.
Tradewinds Capital Management first reported a position in Iron Mountain in Q4 2013 and held it in 10 quarters.
Tradewinds Capital Management's Iron Mountain position peaked at $15K in Q4 2014.
776 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on Tradewinds Capital Management's 13F filing for Q1 2022, filed 25 Apr 2022.