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Valeo Financial Advisors’s Iridium Communications IRDM Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-250
Closed -$10K – 1153
2021
Q1 		$10K Sell
250
-5
-2% -$219 ﹤0.01% 1358
2020
Q4 		$10K Buy
255
+5
+2% +$157 ﹤0.01% 1200
2020
Q3 		$6K Sell
250
-36
-13% -$991 ﹤0.01% 1210
2020
Q2 		$7K Buy
286
+8
+3% +$188 ﹤0.01% 1405
2020
Q1 		$7K Sell
278
-195
-41% -$5.05K ﹤0.01% 1205
2019
Q4 		$12K Sell
473
-277
-37% -$6.64K ﹤0.01% 1055
2019
Q3 		$16K Hold
750
– – ﹤0.01% 905
2019
Q2 		$17K Sell
750
-159
-17% -$3.96K ﹤0.01% 893
2019
Q1 		$24K Hold
909
– – ﹤0.01% 729
2018
Q4 		$17K Hold
909
– – ﹤0.01% 749
2018
Q3 		$18K Buy
909
+159
+21% +$3.09K ﹤0.01% 800
2018
Q2 		$15K Hold
750
– – ﹤0.01% 845
2018
Q1 		$8K Hold
750
– – ﹤0.01% 989
2017
Q4 		$9K Buy
750
+500
+200% +$5.78K ﹤0.01% 859
2017
Q3 		$3K Buy
+250
New +$2.59K ﹤0.01% 962

Other funds holding IRDM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valeo Financial Advisors's IRDM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Iridium Communications (IRDM) in Q2 2021, closing a stake of 250 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in IRDM in Q3 2017 and held it in 15 quarters. The position peaked at $24K in Q1 2019. 278 funds tracked by Wall St. Rank hold IRDM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Iridium Communications position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 250 Iridium Communications shares in Q2 2021, an estimated $10K.
  • Valeo Financial Advisors first reported a position in Iridium Communications in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Iridium Communications position peaked at $24K in Q1 2019.
  • 278 funds tracked by Wall St. Rank held Iridium Communications as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.