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Montag & Associates’s Iridium Communications IRDM Stock Holding History

Montag & Associates’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
-800
Closed -$49.5K – 936
2023
Q1 		$49.5K Hold
800
– – ﹤0.01% 556
2022
Q4 		$41.1K Buy
+800
New +$40.2K ﹤0.01% 576

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

Montag & Associates's IRDM Position: Q2 2023 in Review

Montag & Associates sold out of Iridium Communications (IRDM) in Q2 2023, closing a stake of 800 shares — an estimated $49.5K sold.

Montag & Associates first reported a position in IRDM in Q4 2022 and held it in 2 quarters. The position peaked at $49.5K in Q1 2023. 392 funds tracked by Wall St. Rank hold IRDM as of Q2 2023.

  • Montag & Associates reported no remaining Iridium Communications position as of Q2 2023 after selling out during the quarter.
  • Montag & Associates sold 800 Iridium Communications shares in Q2 2023, an estimated $49.5K.
  • Montag & Associates first reported a position in Iridium Communications in Q4 2022 and held it in 2 quarters.
  • Montag & Associates's Iridium Communications position peaked at $49.5K in Q1 2023.
  • 392 funds tracked by Wall St. Rank held Iridium Communications as of Q2 2023.

Based on Montag & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.