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Walled Lake Planning & Wealth Management’s Iron Mountain IRM Stock Holding History

Walled Lake Planning & Wealth 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
2020
Q2 		– Sell
-77
Closed -$2K – 350
2020
Q1 		$2K Buy
+77
New +$2.33K ﹤0.01% 274

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IRM Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Iron Mountain (IRM) in Q2 2020, closing a stake of 77 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in IRM in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 563 funds tracked by Wall St. Rank hold IRM as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Iron Mountain position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 77 Iron Mountain shares in Q2 2020, an estimated $2K.
  • Walled Lake Planning & Wealth Management first reported a position in Iron Mountain in Q1 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's Iron Mountain position peaked at $2K in Q1 2020.
  • 563 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.