Worth Asset Management’s Iron Mountain IRM Stock Holding History

Worth Asset Management’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	-1,145	Closed	-$65.1K	–	247
2023 Q2	$65.1K	Buy	+1,145	New	+$62.7K	0.05%	168

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 $3.37T AUM 44.26% 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

Worth Asset Management's IRM Position: Q3 2023 in Review

Worth Asset Management sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 1,145 shares — an estimated $65.1K sold.

Worth Asset Management first reported a position in IRM in Q2 2023 and held it in 1 quarter. The position peaked at $65.1K in Q2 2023. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

Worth Asset Management reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
Worth Asset Management sold 1,145 Iron Mountain shares in Q3 2023, an estimated $65.1K.
Worth Asset Management first reported a position in Iron Mountain in Q2 2023 and held it in 1 quarter.
Worth Asset Management's Iron Mountain position peaked at $65.1K in Q2 2023.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.