Perfromance Wealth Partners’s Iridium Communications IRDM Stock Holding History

Perfromance Wealth Partners’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 Q4	–	Sell	-7,496	Closed	-$341K	–	171
2023 Q3	$341K	Sell	7,496 -1,000	-12%	-$51.8K	0.02%	129
2023 Q2	$524K	Hold	8,496	–	–	0.02%	110
2023 Q1	$526K	Sell	8,496 -5,000	-37%	-$299K	0.03%	105
2022 Q4	$694K	Buy	13,496 +3,500	+35%	+$176K	0.04%	86
2022 Q3	$444K	Hold	9,996	–	–	0.03%	106
2022 Q2	$375K	Hold	9,996	–	–	0.02%	115
2022 Q1	$403K	Hold	9,996	–	–	0.02%	120
2021 Q4	$413K	Buy	+9,996	New	+$404K	0.02%	126

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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

AIM

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

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

Perfromance Wealth Partners's IRDM Position: Q4 2023 in Review

Perfromance Wealth Partners sold out of Iridium Communications (IRDM) in Q4 2023, closing a stake of 7,496 shares — an estimated $341K sold.

Perfromance Wealth Partners first reported a position in IRDM in Q4 2021 and held it in 8 quarters. The position peaked at $694K in Q4 2022. 345 funds tracked by Wall St. Rank hold IRDM as of Q4 2023.

Perfromance Wealth Partners reported no remaining Iridium Communications position as of Q4 2023 after selling out during the quarter.
Perfromance Wealth Partners sold 7,496 Iridium Communications shares in Q4 2023, an estimated $341K.
Perfromance Wealth Partners first reported a position in Iridium Communications in Q4 2021 and held it in 8 quarters.
Perfromance Wealth Partners's Iridium Communications position peaked at $694K in Q4 2022.
345 funds tracked by Wall St. Rank held Iridium Communications as of Q4 2023.

Based on Perfromance Wealth Partners's 13F filing for Q4 2023, filed 22 Jan 2024.