Sutton Wealth Advisors’s Iridium Communications IRDM Stock Holding History

Sutton Wealth Advisors’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	$3.5K	Buy	+77	New	+$3.99K	﹤0.01%	639
2023 Q1	–	Sell	-18	Closed	-$925	–	1171
2022 Q4	$925	Hold	18	–	–	﹤0.01%	1349
2022 Q3	$799	Hold	18	–	–	﹤0.01%	1355
2022 Q2	$676	Buy	18 +15	+500%	+$559	﹤0.01%	1390
2022 Q1	$121	Sell	3 -12	-80%	-$452	﹤0.01%	1603
2021 Q4	$619	Buy	+15	New	+$606	﹤0.01%	1456
2021 Q2	–	Sell	-1,323	Closed	-$54.6K	–	1290
2021 Q1	$54.6K	Buy	1,323 +102	+8%	+$4.46K	0.02%	375
2020 Q4	$48K	Hold	1,221	–	–	0.02%	361
2020 Q3	$31.2K	Buy	1,221 +46	+4%	+$1.27K	0.02%	425
2020 Q2	$29.9K	Hold	1,175	–	–	0.02%	423
2020 Q1	$26.2K	Sell	1,175 -322	-22%	-$8.34K	0.02%	400
2019 Q4	$36.9K	Buy	1,497 +627	+72%	+$15K	0.02%	398
2019 Q3	$18.5K	Hold	870	–	–	0.01%	605
2019 Q2	$20.2K	Hold	870	–	–	0.01%	581
2019 Q1	$23K	Sell	870 -341	-28%	-$7.34K	0.01%	528
2018 Q4	$22.3K	Sell	1,211 -151	-11%	-$3.1K	0.01%	491
2018 Q3	$30.6K	Buy	1,362 +492	+57%	+$9.56K	0.02%	432
2018 Q2	$14K	Hold	870	–	–	0.01%	737
2018 Q1	$9.79K	Hold	870	–	–	0.01%	812
2017 Q4	$10.3K	Hold	870	–	–	0.01%	768
2017 Q3	$8.96K	Hold	870	–	–	0.01%	785
2017 Q2	$9.61K	Hold	870	–	–	0.01%	757
2017 Q1	$8.4K	Hold	870	–	–	0.01%	753
2016 Q4	$8.35K	Hold	870	–	–	0.01%	736
2016 Q3	$7.06K	Hold	870	–	–	0.01%	760
2016 Q2	$7.73K	Hold	870	–	–	0.01%	685
2016 Q1	$6.85K	Buy	+870	New	+$6.25K	0.01%	680

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

Sutton Wealth Advisors's IRDM Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in Iridium Communications (IRDM) in Q3 2023: 77 shares worth $3.5K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in IRDM as recently as Q4 2022.

Sutton Wealth Advisors first reported a position in IRDM in Q1 2016 and has held it in 27 quarters since. The position peaked at $54.6K in Q1 2021. 360 funds tracked by Wall St. Rank hold IRDM as of Q3 2023.

Sutton Wealth Advisors held 77 shares of Iridium Communications worth $3.5K as of Q3 2023.
Iridium Communications was a new Sutton Wealth Advisors position in Q3 2023.
Iridium Communications made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #639 holding.
Sutton Wealth Advisors first reported a position in Iridium Communications in Q1 2016 and has held it in 27 quarters since.
Sutton Wealth Advisors's Iridium Communications position peaked at $54.6K in Q1 2021.
360 funds tracked by Wall St. Rank held Iridium Communications as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.