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WealthSource Partners’s Iron Mountain IRM Stock Holding History

WealthSource 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
2023
Q3 		– Sell
-4,071
Closed -$231K – 502
2023
Q2 		$231K Buy
4,071
+205
+5% +$11.2K 0.02% 457
2023
Q1 		$205K Buy
+3,866
New +$203K 0.01% 471
2022
Q1 		– Sell
-3,991
Closed -$209K – 597
2021
Q4 		$209K Buy
+3,991
New +$189K 0.02% 519
2021
Q3 		– Sell
-5,005
Closed -$212K – 524
2021
Q2 		$212K Buy
+5,005
New +$210K 0.02% 437

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State Street
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Geode Capital Management
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return