WAM
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Wealthspire Advisors (Maryland)’s Iron Mountain IRM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-939
Closed -$33K – 1211
2019
Q1 		$33K Buy
939
+35
+4% +$1.24K ﹤0.01% 1065
2018
Q4 		$29K Buy
904
+279
+45% +$9.15K ﹤0.01% 1068
2018
Q3 		$22K Buy
625
+89
+17% +$3.17K ﹤0.01% 1272
2018
Q2 		$19K Sell
536
-251
-32% -$8.48K ﹤0.01% 1327
2018
Q1 		$26K Sell
787
-81
-9% -$2.73K ﹤0.01% 1208
2017
Q4 		$33K Buy
868
+173
+25% +$6.87K ﹤0.01% 1159
2017
Q3 		$27K Buy
695
+25
+4% +$934 ﹤0.01% 1194
2017
Q2 		$23K Buy
670
+117
+21% +$4.09K ﹤0.01% 1215
2017
Q1 		$20K Buy
553
+269
+95% +$9.53K ﹤0.01% 1080
2016
Q4 		$9K Buy
284
+16
+6% +$532 ﹤0.01% 1254
2016
Q3 		$10K Hold
268
– – ﹤0.01% 1248
2016
Q2 		$11K Hold
268
– – ﹤0.01% 1184
2016
Q1 		$9K Buy
268
+144
+116% +$4.14K ﹤0.01% 1208
2015
Q4 		$3K Buy
+124
New +$3.64K ﹤0.01% 1462

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IRM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Iron Mountain (IRM) in Q2 2019, closing a stake of 939 shares — an estimated $33K sold.

Wealthspire Advisors (Maryland) first reported a position in IRM in Q4 2015 and held it in 14 quarters. The position peaked at $33K in Q1 2019. 522 funds tracked by Wall St. Rank hold IRM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Iron Mountain position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 939 Iron Mountain shares in Q2 2019, an estimated $33K.
  • Wealthspire Advisors (Maryland) first reported a position in Iron Mountain in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Iron Mountain position peaked at $33K in Q1 2019.
  • 522 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.