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Wipfli Financial Advisors’s Iron Mountain IRM Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$42K Buy
+941
New +$47.5K ﹤0.01% 1180

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's IRM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Iron Mountain (IRM) in Q3 2022: 941 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #1180 among its holdings.

742 funds tracked by Wall St. Rank hold IRM as of Q3 2022.

  • Wipfli Financial Advisors held 941 shares of Iron Mountain worth $42K as of Q3 2022.
  • Iron Mountain was a new Wipfli Financial Advisors position in Q3 2022.
  • Iron Mountain made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1180 holding.
  • 742 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.