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YorkBridge Wealth Partners’s Iron Mountain IRM Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-1,820
Closed -$57K – 406
2019
Q2 		$57K Hold
1,820
– – 0.03% 357
2019
Q1 		$65K Hold
1,820
– – 0.03% 335
2018
Q4 		$59K Hold
1,820
– – 0.03% 314
2018
Q3 		$63K Hold
1,820
– – 0.03% 338
2018
Q2 		$64K Hold
1,820
– – 0.03% 340
2018
Q1 		$60K Hold
1,820
– – 0.03% 353
2017
Q4 		$60K Hold
1,820
– – 0.03% 353
2017
Q3 		$71K Hold
1,820
– – 0.04% 334
2017
Q2 		$63K Buy
+1,820
New +$63.7K 0.03% 341

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

YorkBridge Wealth Partners's IRM Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Iron Mountain (IRM) in Q3 2019, closing a stake of 1,820 shares — an estimated $57K sold.

YorkBridge Wealth Partners first reported a position in IRM in Q2 2017 and held it in 9 quarters. The position peaked at $71K in Q3 2017. 518 funds tracked by Wall St. Rank hold IRM as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Iron Mountain position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,820 Iron Mountain shares in Q3 2019, an estimated $57K.
  • YorkBridge Wealth Partners first reported a position in Iron Mountain in Q2 2017 and held it in 9 quarters.
  • YorkBridge Wealth Partners's Iron Mountain position peaked at $71K in Q3 2017.
  • 518 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.