Pathstone Family Office’s Iridium Communications IRDM Stock Holding History

Pathstone Family Office’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 Q3	$321K	Buy	6,700 +3,599	+116%	+$186K	﹤0.01%	1270
2023 Q2	$292K	Buy	+3,101	New	+$192K	﹤0.01%	970
2023 Q1	–	Sell	-20,118	Closed	-$756K	–	1367
2022 Q4	$756K	Buy	20,118 +10,200	+103%	+$512K	0.01%	911
2022 Q3	$456K	Buy	+9,918	New	+$430K	﹤0.01%	1112
2021 Q1	–	Sell	-33	Closed	-$1K	–	993
2020 Q4	$1K	Hold	33	–	–	﹤0.01%	1094
2020 Q3	$1K	Sell	33 -137	-81%	-$3.77K	﹤0.01%	741
2020 Q2	$4K	Sell	170 -290	-63%	-$6.8K	﹤0.01%	583
2020 Q1	$10K	Buy	+460	New	+$11.9K	﹤0.01%	527
2019 Q4	–	Sell	-137	Closed	-$3K	–	525
2019 Q3	$3K	Hold	137	–	–	﹤0.01%	556
2019 Q2	$3K	Sell	137 -258	-65%	-$6.42K	﹤0.01%	577
2019 Q1	$10K	Hold	395	–	–	﹤0.01%	512
2018 Q4	$7K	Buy	+395	New	+$8.11K	﹤0.01%	357

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

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

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

Pathstone Family Office's IRDM Position: Q3 2023 in Review

Pathstone Family Office increased its Iridium Communications (IRDM) stake by 116% in Q3 2023, buying an estimated $186K and bringing the position to 6,700 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Pathstone Family Office first reported a position in IRDM in Q4 2018 and has held it in 12 quarters since. The position peaked at $756K in Q4 2022. 360 funds tracked by Wall St. Rank hold IRDM as of Q3 2023.

Pathstone Family Office held 6,700 shares of Iridium Communications worth $321K as of Q3 2023.
Pathstone Family Office bought 3,599 Iridium Communications shares in Q3 2023, an estimated $186K.
Iridium Communications made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1270 holding.
Pathstone Family Office first reported a position in Iridium Communications in Q4 2018 and has held it in 12 quarters since.
Pathstone Family Office's Iridium Communications position peaked at $756K in Q4 2022.
360 funds tracked by Wall St. Rank held Iridium Communications as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.