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Circle Wealth Management’s Iridium Communications IRDM Stock Holding History

Circle Wealth Management’s Portfolio IRDM Stock Details IRDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,650
Closed -$262K – 187
2020
Q4 		$262K Buy
+6,650
New +$209K 0.04% 203
2020
Q2 		– Sell
-10,850
Closed -$242K – 218
2020
Q1 		$242K Sell
10,850
-1,100
-9% -$28.5K 0.05% 164
2019
Q4 		$294K Hold
11,950
– – 0.05% 138
2019
Q3 		$254K Hold
11,950
– – 0.05% 141
2019
Q2 		$278K Buy
11,950
+650
+6% +$16.2K 0.06% 129
2019
Q1 		$299K Buy
+11,300
New +$243K 0.07% 127

Other funds holding IRDM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Circle Wealth Management's IRDM Position: Q1 2021 in Review

Circle Wealth Management sold out of Iridium Communications (IRDM) in Q1 2021, closing a stake of 6,650 shares — an estimated $262K sold.

Circle Wealth Management first reported a position in IRDM in Q1 2019 and held it in 6 quarters. The position peaked at $299K in Q1 2019. 300 funds tracked by Wall St. Rank hold IRDM as of Q1 2021.

  • Circle Wealth Management reported no remaining Iridium Communications position as of Q1 2021 after selling out during the quarter.
  • Circle Wealth Management sold 6,650 Iridium Communications shares in Q1 2021, an estimated $262K.
  • Circle Wealth Management first reported a position in Iridium Communications in Q1 2019 and held it in 6 quarters.
  • Circle Wealth Management's Iridium Communications position peaked at $299K in Q1 2019.
  • 300 funds tracked by Wall St. Rank held Iridium Communications as of Q1 2021.

Based on Circle Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.