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High Net Worth Advisory Group’s Iridium Communications IRDM Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-1,000
Closed -$51.4K – 378
2022
Q4 		$51.4K Hold
1,000
– – 0.02% 322
2022
Q3 		$44K Hold
1,000
– – 0.02% 352
2022
Q2 		$38K Hold
1,000
– – 0.02% 362
2022
Q1 		$40K Hold
1,000
– – 0.01% 369
2021
Q4 		$41K Buy
+1,000
New +$40.4K 0.01% 370

Other funds holding IRDM

BAMCO Inc
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SHCM
Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

High Net Worth Advisory Group's IRDM Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Iridium Communications (IRDM) in Q1 2023, closing a stake of 1,000 shares — an estimated $51.4K sold.

High Net Worth Advisory Group first reported a position in IRDM in Q4 2021 and held it in 5 quarters. The position peaked at $51.4K in Q4 2022. 372 funds tracked by Wall St. Rank hold IRDM as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Iridium Communications position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,000 Iridium Communications shares in Q1 2023, an estimated $51.4K.
  • High Net Worth Advisory Group first reported a position in Iridium Communications in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Iridium Communications position peaked at $51.4K in Q4 2022.
  • 372 funds tracked by Wall St. Rank held Iridium Communications as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.