AF
IRBT

Advisornet Financial’s iRobot IRBT Stock Holding History

Advisornet Financial’s Portfolio IRBT Stock Details IRBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25
Closed -$968 – 2277
2023
Q4 		$968 Hold
25
– – ﹤0.01% 1895
2023
Q3 		$948 Hold
25
– – ﹤0.01% 1807
2023
Q2 		$1.13K Sell
25
-5
-17% -$200 ﹤0.01% 1855
2023
Q1 		$1.31K Hold
30
– – ﹤0.01% 1816
2022
Q4 		$1.44K Hold
30
– – ﹤0.01% 1740
2022
Q3 		$2K Hold
30
– – ﹤0.01% 1673
2022
Q2 		$1K Hold
30
– – ﹤0.01% 1804
2022
Q1 		$2K Hold
30
– – ﹤0.01% 1791
2021
Q4 		$2K Hold
30
– – ﹤0.01% 1820
2021
Q3 		$2K Buy
30
+5
+20% +$426 ﹤0.01% 1761
2021
Q2 		$2K Buy
25
+7
+39% +$718 ﹤0.01% 1691
2021
Q1 		$2K Buy
+18
New +$2.05K ﹤0.01% 1635
2019
Q3 		– Sell
-515
Closed -$47K – 1899
2019
Q2 		$47K Sell
515
-325
-39% -$32.9K 0.01% 822
2019
Q1 		$99K Sell
840
-340
-29% -$36.2K 0.01% 555
2018
Q4 		$99K Sell
1,180
-1,159
-50% -$105K 0.01% 519
2018
Q3 		$257K Sell
2,339
-246
-10% -$23.1K 0.03% 380
2018
Q2 		$196K Sell
2,585
-1,300
-33% -$86.4K 0.03% 402
2018
Q1 		$249K Buy
3,885
+35
+0.9% +$2.63K 0.03% 351
2017
Q4 		$295K Buy
+3,850
New +$277K 0.04% 283

Other funds holding IRBT

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's IRBT Position: Q1 2024 in Review

Advisornet Financial sold out of iRobot (IRBT) in Q1 2024, closing a stake of 25 shares — an estimated $968 sold.

Advisornet Financial first reported a position in IRBT in Q4 2017 and held it in 19 quarters. The position peaked at $295K in Q4 2017. 177 funds tracked by Wall St. Rank hold IRBT as of Q1 2024.

  • Advisornet Financial reported no remaining iRobot position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 25 iRobot shares in Q1 2024, an estimated $968.
  • Advisornet Financial first reported a position in iRobot in Q4 2017 and held it in 19 quarters.
  • Advisornet Financial's iRobot position peaked at $295K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held iRobot as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.