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Exencial Wealth Advisors’s Iridium Communications IRDM Stock Holding History

Exencial Wealth Advisors’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
2022
Q1 		– Sell
-10,170
Closed -$420K – 473
2021
Q4 		$420K Buy
10,170
+429
+4% +$17.3K 0.02% 336
2021
Q3 		$388K Sell
9,741
-2,611
-21% -$110K 0.02% 263
2021
Q2 		$494K Buy
12,352
+1,558
+14% +$60.5K 0.03% 313
2021
Q1 		$445K Sell
10,794
-331
-3% -$14.5K 0.03% 296
2020
Q4 		$437K Buy
+11,125
New +$350K 0.03% 259

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SHCM
Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Exencial Wealth Advisors's IRDM Position: Q1 2022 in Review

Exencial Wealth Advisors sold out of Iridium Communications (IRDM) in Q1 2022, closing a stake of 10,170 shares — an estimated $420K sold.

Exencial Wealth Advisors first reported a position in IRDM in Q4 2020 and held it in 5 quarters. The position peaked at $494K in Q2 2021. 312 funds tracked by Wall St. Rank hold IRDM as of Q1 2022.

  • Exencial Wealth Advisors reported no remaining Iridium Communications position as of Q1 2022 after selling out during the quarter.
  • Exencial Wealth Advisors sold 10,170 Iridium Communications shares in Q1 2022, an estimated $420K.
  • Exencial Wealth Advisors first reported a position in Iridium Communications in Q4 2020 and held it in 5 quarters.
  • Exencial Wealth Advisors's Iridium Communications position peaked at $494K in Q2 2021.
  • 312 funds tracked by Wall St. Rank held Iridium Communications as of Q1 2022.

Based on Exencial Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.