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WBI Investments’s Iron Mountain IRM Stock Holding History

WBI Investments’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
-103,173
Closed -$5.26M – 208
2021
Q4 		$5.26M Sell
103,173
-2,465
-2% -$117K 0.84% 21
2021
Q3 		$4.45M Sell
105,638
-4,661
-4% -$210K 0.75% 30
2021
Q2 		$4.67M Sell
110,299
-9,960
-8% -$418K 0.72% 30
2021
Q1 		$4.45M Sell
120,259
-41,354
-26% -$1.38M 0.7% 28
2020
Q4 		$4.76M Buy
+161,613
New +$4.48M 0.72% 28

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WBI Investments's IRM Position: Q1 2022 in Review

WBI Investments sold out of Iron Mountain (IRM) in Q1 2022, closing a stake of 103,173 shares — an estimated $5.26M sold.

WBI Investments first reported a position in IRM in Q4 2020 and held it in 5 quarters. The position peaked at $5.26M in Q4 2021. 777 funds tracked by Wall St. Rank hold IRM as of Q1 2022.

  • WBI Investments reported no remaining Iron Mountain position as of Q1 2022 after selling out during the quarter.
  • WBI Investments sold 103,173 Iron Mountain shares in Q1 2022, an estimated $5.26M.
  • WBI Investments first reported a position in Iron Mountain in Q4 2020 and held it in 5 quarters.
  • WBI Investments's Iron Mountain position peaked at $5.26M in Q4 2021.
  • 777 funds tracked by Wall St. Rank held Iron Mountain as of Q1 2022.

Based on WBI Investments's 13F filing for Q1 2022, filed 2 May 2022.