Private Wealth Partners’s Iridium Communications IRDM Stock Holding History

Private 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
2024 Q1	–	Sell	-12,000	Closed	-$494K	–	168
2023 Q4	$494K	Hold	12,000	–	–	0.04%	116
2023 Q3	$546K	Hold	12,000	–	–	0.05%	102
2023 Q2	$745K	Hold	12,000	–	–	0.07%	94
2023 Q1	$743K	Hold	12,000	–	–	0.07%	97
2022 Q4	$617K	Hold	12,000	–	–	0.07%	78
2022 Q3	$532K	Hold	12,000	–	–	0.07%	67
2022 Q2	$451K	Hold	12,000	–	–	0.05%	69
2022 Q1	$484K	Hold	12,000	–	–	0.04%	73
2021 Q4	$495K	Hold	12,000	–	–	0.04%	73
2021 Q3	$478K	Hold	12,000	–	–	0.04%	73
2021 Q2	$480K	Hold	12,000	–	–	0.04%	74
2021 Q1	$495K	Hold	12,000	–	–	0.05%	70
2020 Q4	$472K	Hold	12,000	–	–	0.05%	88
2020 Q3	$307K	Hold	12,000	–	–	0.04%	91
2020 Q2	$305K	Hold	12,000	–	–	0.04%	89
2020 Q1	$268K	Hold	12,000	–	–	0.05%	101
2019 Q4	$296K	Hold	12,000	–	–	0.04%	105
2019 Q3	$255K	Hold	12,000	–	–	0.04%	106
2019 Q2	$279K	Hold	12,000	–	–	0.04%	111
2019 Q1	$317K	Hold	12,000	–	–	0.05%	100
2018 Q4	$221K	Hold	12,000	–	–	0.04%	92
2018 Q3	$270K	Buy	+12,000	New	+$233K	0.04%	105

Other funds holding IRDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

VBA

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

AIM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

NAMA

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

Private Wealth Partners's IRDM Position: Q1 2024 in Review

Private Wealth Partners sold out of Iridium Communications (IRDM) in Q1 2024, closing a stake of 12,000 shares — an estimated $494K sold.

Private Wealth Partners first reported a position in IRDM in Q3 2018 and held it in 22 quarters. The position peaked at $745K in Q2 2023. 330 funds tracked by Wall St. Rank hold IRDM as of Q1 2024.

Private Wealth Partners reported no remaining Iridium Communications position as of Q1 2024 after selling out during the quarter.
Private Wealth Partners sold 12,000 Iridium Communications shares in Q1 2024, an estimated $494K.
Private Wealth Partners first reported a position in Iridium Communications in Q3 2018 and held it in 22 quarters.
Private Wealth Partners's Iridium Communications position peaked at $745K in Q2 2023.
330 funds tracked by Wall St. Rank held Iridium Communications as of Q1 2024.

Based on Private Wealth Partners's 13F filing for Q1 2024, filed 9 May 2024.