Xcel Wealth Management’s Iron Mountain IRM Stock Holding History

Xcel Wealth 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	-3,910	Closed	-$222K	–	118
2023 Q2	$222K	Hold	3,910	–	–	0.07%	122
2023 Q1	$207K	Buy	+3,910	New	+$205K	0.07%	128
2022 Q2	–	Sell	-3,725	Closed	-$206K	–	133
2022 Q1	$206K	Buy	+3,725	New	+$177K	0.06%	134

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

Xcel Wealth Management's IRM Position: Q3 2023 in Review

Xcel Wealth Management sold out of Iron Mountain (IRM) in Q3 2023, closing a stake of 3,910 shares — an estimated $222K sold.

Xcel Wealth Management first reported a position in IRM in Q1 2022 and held it in 3 quarters. The position peaked at $222K in Q2 2023. 831 funds tracked by Wall St. Rank hold IRM as of Q3 2023.

Xcel Wealth Management reported no remaining Iron Mountain position as of Q3 2023 after selling out during the quarter.
Xcel Wealth Management sold 3,910 Iron Mountain shares in Q3 2023, an estimated $222K.
Xcel Wealth Management first reported a position in Iron Mountain in Q1 2022 and held it in 3 quarters.
Xcel Wealth Management's Iron Mountain position peaked at $222K in Q2 2023.
831 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2023.

Based on Xcel Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.