Wagner Wealth Management (South Carolina)’s Iron Mountain IRM Stock Holding History

Wagner Wealth Management (South Carolina)’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	-500	Closed	-$25.2K	–	730
2022 Q2	$24K	Buy	+500	New	+$26.3K	0.02%	299
2022 Q1	–	Sell	-500	Closed	-$26K	–	431
2021 Q4	$26K	Hold	500	–	–	0.02%	355
2021 Q3	$23K	Hold	500	–	–	0.02%	355
2021 Q2	$21K	Hold	500	–	–	0.02%	376
2021 Q1	$19K	Buy	+500	New	+$16.7K	0.01%	370
2018 Q3	$63K	Hold	1,811	–	–	0.04%	233
2018 Q2	$63K	Buy	+1,811	New	+$61.2K	0.05%	216
2017 Q4	–	Hold	0	–	–	–	519

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

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

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IRM Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Iron Mountain (IRM) in Q3 2022, closing a stake of 500 shares — an estimated $25.2K sold.

Wagner Wealth Management (South Carolina) first reported a position in IRM in Q2 2018 and held it in 7 quarters. The position peaked at $63K in Q3 2018. 742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining Iron Mountain position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 500 Iron Mountain shares in Q3 2022, an estimated $25.2K.
Wagner Wealth Management (South Carolina) first reported a position in Iron Mountain in Q2 2018 and held it in 7 quarters.
Wagner Wealth Management (South Carolina)'s Iron Mountain position peaked at $63K in Q3 2018.
742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.