GW & Wade’s Iridium Communications IRDM Stock Holding History

GW & Wade’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
2023 Q2	–	Sell	-7,461	Closed	-$462K	–	392
2023 Q1	$462K	Hold	7,461	–	–	0.02%	273
2022 Q4	$383K	Hold	7,461	–	–	0.02%	285
2022 Q3	$331K	Hold	7,461	–	–	0.02%	291
2022 Q2	$280K	Hold	7,461	–	–	0.01%	316
2022 Q1	$301K	Hold	7,461	–	–	0.01%	311
2021 Q4	$308K	Hold	7,461	–	–	0.01%	318
2021 Q3	$297K	Hold	7,461	–	–	0.01%	312
2021 Q2	$298K	Hold	7,461	–	–	0.01%	310
2021 Q1	$308K	Hold	7,461	–	–	0.02%	281
2020 Q4	$293K	Buy	+7,461	New	+$234K	0.02%	242

Other funds holding IRDM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SHCM

Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GW & Wade's IRDM Position: Q2 2023 in Review

GW & Wade sold out of Iridium Communications (IRDM) in Q2 2023, closing a stake of 7,461 shares — an estimated $462K sold.

GW & Wade first reported a position in IRDM in Q4 2020 and held it in 10 quarters. The position peaked at $462K in Q1 2023. 392 funds tracked by Wall St. Rank hold IRDM as of Q2 2023.

GW & Wade reported no remaining Iridium Communications position as of Q2 2023 after selling out during the quarter.
GW & Wade sold 7,461 Iridium Communications shares in Q2 2023, an estimated $462K.
GW & Wade first reported a position in Iridium Communications in Q4 2020 and held it in 10 quarters.
GW & Wade's Iridium Communications position peaked at $462K in Q1 2023.
392 funds tracked by Wall St. Rank held Iridium Communications as of Q2 2023.

Based on GW & Wade's 13F filing for Q2 2023, filed 10 Aug 2023.