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

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthSource Partners's IRM Position: Q3 2023 in Review

WealthSource Partners sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 4,071 shares — an estimated $231K sold.

WealthSource Partners first reported a position in IRM in Q2 2021 and held it in 4 quarters. The position peaked at $231K in Q2 2023. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

WealthSource Partners reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
WealthSource Partners sold 4,071 Iron Mountain shares in Q3 2023, an estimated $231K.
WealthSource Partners first reported a position in Iron Mountain in Q2 2021 and held it in 4 quarters.
WealthSource Partners's Iron Mountain position peaked at $231K in Q2 2023.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on WealthSource Partners's 13F filing for Q3 2023, filed 13 Nov 2023.