Heritage Wealth Management (Arizona)’s Iridium Communications IRDM Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$26.5K	Sell	516 -42	-8%	-$2.11K	﹤0.01%	609
2022 Q3	$25K	Hold	558	–	–	0.01%	497
2022 Q2	$21K	Hold	558	–	–	0.01%	538
2022 Q1	$22K	Buy	+558	New	+$21K	0.01%	578
2021 Q3	$10K	Hold	258	–	–	﹤0.01%	653
2021 Q2	$10K	Hold	258	–	–	﹤0.01%	660
2021 Q1	$11K	Buy	+258	New	+$11.3K	0.01%	563

Other funds holding IRDM

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

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

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

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

SHCM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IRDM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its Iridium Communications (IRDM) stake by 7.5% in Q4 2022, selling an estimated $2.11K and leaving 516 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Heritage Wealth Management (Arizona) first reported a position in IRDM in Q1 2021 and has held it in 7 quarters since. 365 funds tracked by Wall St. Rank hold IRDM as of Q4 2022.

Heritage Wealth Management (Arizona) held 516 shares of Iridium Communications worth $26.5K as of Q4 2022.
Heritage Wealth Management (Arizona) sold 42 Iridium Communications shares in Q4 2022, an estimated $2.11K.
Iridium Communications made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #609 holding.
Heritage Wealth Management (Arizona) first reported a position in Iridium Communications in Q1 2021 and has held it in 7 quarters since.
365 funds tracked by Wall St. Rank held Iridium Communications as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.