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Wealth Quarterback’s Iron Mountain IRM Stock Holding History

Wealth Quarterback’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
2021
Q3 		$4K Buy
+75
New +$3.38K ﹤0.01% 621
2020
Q2 		– Sell
-289
Closed -$6.88K – 425
2020
Q1 		$6.88K Buy
289
+5
+2% +$151 0.01% 553
2019
Q4 		$9.04K Buy
+284
New +$9.31K 0.01% 552

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Quarterback's IRM Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Iron Mountain (IRM) in Q3 2021: 75 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in IRM as recently as Q1 2020.

Wealth Quarterback first reported a position in IRM in Q4 2019 and has held it in 3 quarters since. The position peaked at $9.04K in Q4 2019. 710 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

  • Wealth Quarterback held 75 shares of Iron Mountain worth $4K as of Q3 2021.
  • Iron Mountain was a new Wealth Quarterback position in Q3 2021.
  • Iron Mountain made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #621 holding.
  • Wealth Quarterback first reported a position in Iron Mountain in Q4 2019 and has held it in 3 quarters since.
  • Wealth Quarterback's Iron Mountain position peaked at $9.04K in Q4 2019.
  • 710 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.