Next Financial Group’s Iridium Communications IRDM Stock Holding History

Next Financial 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
2021 Q4	$10K	Buy	244 +20	+9%	+$808	﹤0.01%	2183
2021 Q3	$9K	Hold	224	–	–	﹤0.01%	2065
2021 Q2	$9K	Buy	224 +28	+14%	+$1.09K	﹤0.01%	2023
2021 Q1	$8K	Buy	+196	New	+$8.58K	﹤0.01%	1950
2016 Q2	–	Sell	-600	Closed	-$4K	–	1796
2016 Q1	$4K	Buy	+600	New	+$4.31K	﹤0.01%	1420

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

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

Next Financial Group's IRDM Position: Q4 2021 in Review

Next Financial Group increased its Iridium Communications (IRDM) stake by 8.9% in Q4 2021, buying an estimated $808 and bringing the position to 244 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Next Financial Group first reported a position in IRDM in Q1 2016 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold IRDM as of Q4 2021.

Next Financial Group held 244 shares of Iridium Communications worth $10K as of Q4 2021.
Next Financial Group bought 20 Iridium Communications shares in Q4 2021, an estimated $808.
Iridium Communications made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2183 holding.
Next Financial Group first reported a position in Iridium Communications in Q1 2016 and has held it in 5 quarters since.
309 funds tracked by Wall St. Rank held Iridium Communications as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.