SEC 13F Intelligence

Hall Private Wealth Advisors / IRM

Hall Private Wealth Advisors’s Iron Mtn Inc Del Position

Does Hall Private Wealth Advisors own Iron Mtn Inc Del (IRM)? Yes — 137.1K shares worth $8M (+5.48% of its 13F portfolio) as of Q3 2023, down from 186.4K shares the prior filed quarter.

Position Value
$8M
Q3 2023
Shares
137.1K
% of Portfolio
+5.48%
Quarters Held
11
currently held

Position History IRM

Reported value by quarter
Q1 ’21: $9MQ1 ’21Q2 ’21: $14MQ3 ’21: $11MQ3 ’21Q4 ’21: $13MQ1 ’22: $15MQ1 ’22Q2 ’22: $11MQ3 ’22: $11MQ3 ’22Q4 ’22: $12MQ1 ’23: $11MQ1 ’23Q2 ’23: $11MQ3 ’23: $8MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023137.1K$8M+5.48%
Q2 2023186.4K$11M+5.72%
Q1 2023199.4K$11M+5.50%
Q4 2022248.3K$12M+7.04%
Q3 2022246.5K$11M+6.24%
Q2 2022231.4K$11M+6.32%
Q1 2022274.2K$15M+8.11%
Q4 2021247.6K$13M+8.05%
Q3 2021260.2K$11M+7.21%
Q2 2021326.3K$14M+8.99%
Q1 2021295.9K$9M+7.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hall Private Wealth Advisors’s full portfolio or all institutional holders of IRM.