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WealthShield Partners’s Iron Mountain IRM Stock Holding History

WealthShield Partners’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 		– Sell
-1,409
Closed -$60K – 479
2021
Q2 		$60K Sell
1,409
-248
-15% -$10.4K 0.01% 442
2021
Q1 		$61K Buy
+1,657
New +$55.4K 0.01% 412

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

WealthShield Partners's IRM Position: Q3 2021 in Review

WealthShield Partners sold out of Iron Mountain (IRM) in Q3 2021, closing a stake of 1,409 shares — an estimated $60K sold.

WealthShield Partners first reported a position in IRM in Q1 2021 and held it in 2 quarters. The position peaked at $61K in Q1 2021. 710 funds tracked by Wall St. Rank hold IRM as of Q3 2021.

  • WealthShield Partners reported no remaining Iron Mountain position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,409 Iron Mountain shares in Q3 2021, an estimated $60K.
  • WealthShield Partners first reported a position in Iron Mountain in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Iron Mountain position peaked at $61K in Q1 2021.
  • 710 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.