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Valley Wealth Managers’s Iron Mountain IRM Stock Holding History

Valley Wealth Managers’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
2020
Q3 		– Sell
-10,663
Closed -$278K – 168
2020
Q2 		$278K Hold
10,663
– – 0.03% 148
2020
Q1 		$254K Sell
10,663
-5,850
-35% -$177K 0.03% 148
2019
Q4 		$526K Sell
16,513
-2,100
-11% -$68.9K 0.05% 134
2019
Q3 		$603K Buy
+18,613
New +$585K 0.06% 128

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valley Wealth Managers's IRM Position: Q3 2020 in Review

Valley Wealth Managers sold out of Iron Mountain (IRM) in Q3 2020, closing a stake of 10,663 shares — an estimated $278K sold.

Valley Wealth Managers first reported a position in IRM in Q3 2019 and held it in 4 quarters. The position peaked at $603K in Q3 2019. 590 funds tracked by Wall St. Rank hold IRM as of Q3 2020.

  • Valley Wealth Managers reported no remaining Iron Mountain position as of Q3 2020 after selling out during the quarter.
  • Valley Wealth Managers sold 10,663 Iron Mountain shares in Q3 2020, an estimated $278K.
  • Valley Wealth Managers first reported a position in Iron Mountain in Q3 2019 and held it in 4 quarters.
  • Valley Wealth Managers's Iron Mountain position peaked at $603K in Q3 2019.
  • 590 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2020.

Based on Valley Wealth Managers's 13F filing for Q3 2020, filed 3 Nov 2020.