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Vicus Capital’s Iron Mountain IRM Stock Holding History

Vicus Capital’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
-10,564
Closed -$514K – 211
2022
Q2 		$514K Buy
10,564
+3,456
+49% +$182K 0.06% 142
2022
Q1 		$394K Sell
7,108
-108
-1% -$5.14K 0.04% 167
2021
Q4 		$336K Buy
+7,216
New +$341K 0.03% 167
2021
Q2 		– Sell
-7,452
Closed -$276K – 197
2021
Q1 		$276K Buy
+7,452
New +$249K 0.03% 194

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

Vicus Capital's IRM Position: Q3 2022 in Review

Vicus Capital sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 10,564 shares — an estimated $514K sold.

Vicus Capital first reported a position in IRM in Q1 2021 and held it in 4 quarters. The position peaked at $514K in Q2 2022. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Vicus Capital reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
  • Vicus Capital sold 10,564 Iron Mountain shares in Q3 2022, an estimated $514K.
  • Vicus Capital first reported a position in Iron Mountain in Q1 2021 and held it in 4 quarters.
  • Vicus Capital's Iron Mountain position peaked at $514K in Q2 2022.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Vicus Capital's 13F filing for Q3 2022, filed 8 Nov 2022.