Trek Financial’s Iridium Communications IRDM Stock Holding History

Trek Financial’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 Q2	–	Sell	-68,268	Closed	-$4.23M	–	291
2023 Q1	$4.23M	Buy	+68,268	New	+$4.09M	0.39%	55

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trek Financial's IRDM Position: Q2 2023 in Review

Trek Financial sold out of Iridium Communications (IRDM) in Q2 2023, closing a stake of 68,268 shares — an estimated $4.23M sold.

Trek Financial first reported a position in IRDM in Q1 2023 and held it in 1 quarter. The position peaked at $4.23M in Q1 2023. 392 funds tracked by Wall St. Rank hold IRDM as of Q2 2023.

Trek Financial reported no remaining Iridium Communications position as of Q2 2023 after selling out during the quarter.
Trek Financial sold 68,268 Iridium Communications shares in Q2 2023, an estimated $4.23M.
Trek Financial first reported a position in Iridium Communications in Q1 2023 and held it in 1 quarter.
Trek Financial's Iridium Communications position peaked at $4.23M in Q1 2023.
392 funds tracked by Wall St. Rank held Iridium Communications as of Q2 2023.

Based on Trek Financial's 13F filing for Q2 2023, filed 14 Aug 2023.