WA
IRM icon

WealthTrust-Arizona’s Iron Mountain IRM Stock Holding History

WealthTrust-Arizona’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
2018
Q4 		$0 Hold
10
– – ﹤0.01% 697
2018
Q3 		$0 Hold
10
– – ﹤0.01% 703
2018
Q2 		$0 Hold
10
– – ﹤0.01% 686
2018
Q1 		$0 Buy
+10
New +$337 ﹤0.01% 667
2013
Q3 		– Sell
-3,003
Closed -$74K – 656
2013
Q2 		$74K Buy
+3,003
New +$96.9K 0.1% 106

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthTrust-Arizona's IRM Position: Q4 2018 in Review

WealthTrust-Arizona held its Iron Mountain (IRM) position steady in Q4 2018 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #697.

WealthTrust-Arizona first reported a position in IRM in Q2 2013 and has held it in 5 quarters since. The position peaked at $74K in Q2 2013. 485 funds tracked by Wall St. Rank hold IRM as of Q4 2018.

  • WealthTrust-Arizona held 10 shares of Iron Mountain worth $0 as of Q4 2018.
  • WealthTrust-Arizona left its Iron Mountain share count unchanged in Q4 2018.
  • Iron Mountain made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #697 holding.
  • WealthTrust-Arizona first reported a position in Iron Mountain in Q2 2013 and has held it in 5 quarters since.
  • WealthTrust-Arizona's Iron Mountain position peaked at $74K in Q2 2013.
  • 485 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.