Raymond James Trust’s Iridium Communications IRDM Stock Holding History

Raymond James Trust’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	–	Sell	-3,824	Closed	-$238K	–	1182
2023 Q2	$238K	Hold	3,824	–	–	0.01%	1021
2023 Q1	$237K	Sell	3,824 -3,209	-46%	-$192K	0.01%	984
2022 Q4	$361K	Sell	7,033 -1,653	-19%	-$83K	0.01%	752
2022 Q3	$385K	Sell	8,686 -1,257	-13%	-$54.5K	0.01%	681
2022 Q2	$373K	Hold	9,943	–	–	0.01%	696
2022 Q1	$401K	Buy	9,943 +1,417	+17%	+$53.4K	0.01%	727
2021 Q4	$352K	Hold	8,526	–	–	0.01%	812
2021 Q3	$340K	Sell	8,526 -500	-6%	-$21K	0.01%	793
2021 Q2	$361K	Sell	9,026 -1,548	-15%	-$60.1K	0.01%	776
2021 Q1	$436K	Sell	10,574 -1,460	-12%	-$63.9K	0.02%	644
2020 Q4	$473K	Sell	12,034 -1,126	-9%	-$35.4K	0.02%	566
2020 Q3	$336K	Sell	13,160 -409	-3%	-$11.3K	0.01%	645
2020 Q2	$345K	Buy	13,569 +440	+3%	+$10.3K	0.02%	598
2020 Q1	$294K	Sell	13,129 -142	-1%	-$3.68K	0.02%	554
2019 Q4	$327K	Sell	13,271 -1,932	-13%	-$46.3K	0.02%	645
2019 Q3	$323K	Buy	15,203 +1,953	+15%	+$46.5K	0.02%	625
2019 Q2	$308K	Hold	13,250	–	–	0.02%	617
2019 Q1	$350K	Hold	13,250	–	–	0.02%	542
2018 Q4	$244K	Hold	13,250	–	–	0.02%	646
2018 Q3	$298K	Sell	13,250 -250	-2%	-$4.86K	0.02%	636
2018 Q2	$217K	Hold	13,500	–	–	0.01%	748
2018 Q1	$152K	Hold	13,500	–	–	0.01%	688
2017 Q4	$159K	Sell	13,500 -772	-5%	-$8.92K	0.01%	712
2017 Q3	$147K	Buy	14,272 +971	+7%	+$10.1K	0.01%	705
2017 Q2	$147K	Hold	13,301	–	–	0.01%	695
2017 Q1	$128K	Hold	13,301	–	–	0.01%	678
2016 Q4	$127K	Sell	13,301 -6	-0%	-$54	0.01%	679
2016 Q3	$108K	Sell	13,307 -4,255	-24%	-$35.7K	0.01%	662
2016 Q2	$156K	Buy	17,562 +5,000	+40%	+$41.1K	0.01%	630
2016 Q1	$99K	Hold	12,562	–	–	0.01%	644
2015 Q4	$106K	Buy	12,562 +62	+0.5%	+$472	0.01%	649
2015 Q3	$77K	Sell	12,500 -5,000	-29%	-$36.3K	0.01%	605
2015 Q2	$159K	Buy	17,500 +1,500	+9%	+$15.4K	0.02%	595
2015 Q1	$155K	Hold	16,000	–	–	0.02%	606
2014 Q4	$156K	Hold	16,000	–	–	0.02%	590
2014 Q3	$142K	Buy	16,000 +5,000	+45%	+$43.4K	0.02%	582
2014 Q2	$93K	Hold	11,000	–	–	0.01%	602
2014 Q1	$83K	Buy	+11,000	New	+$73.6K	0.01%	574

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

Raymond James Trust's IRDM Position: Q3 2023 in Review

Raymond James Trust sold out of Iridium Communications (IRDM) in Q3 2023, closing a stake of 3,824 shares — an estimated $238K sold.

Raymond James Trust first reported a position in IRDM in Q1 2014 and held it in 38 quarters. The position peaked at $473K in Q4 2020. 360 funds tracked by Wall St. Rank hold IRDM as of Q3 2023.

Raymond James Trust reported no remaining Iridium Communications position as of Q3 2023 after selling out during the quarter.
Raymond James Trust sold 3,824 Iridium Communications shares in Q3 2023, an estimated $238K.
Raymond James Trust first reported a position in Iridium Communications in Q1 2014 and held it in 38 quarters.
Raymond James Trust's Iridium Communications position peaked at $473K in Q4 2020.
360 funds tracked by Wall St. Rank held Iridium Communications as of Q3 2023.

Based on Raymond James Trust's 13F filing for Q3 2023, filed 14 Nov 2023.