Arete Wealth Advisors’s iRobot IRBT Stock Holding History

Arete Wealth Advisors’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 Q4	–	Sell	-22,950	Closed	-$199K	–	771
2024 Q3	$199K	Sell	22,950 -25,685	-53%	-$222K	0.02%	656
2024 Q2	$443K	Buy	+48,635	New	+$448K	0.04%	422

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arete Wealth Advisors's IRBT Position: Q4 2024 in Review

Arete Wealth Advisors sold out of iRobot (IRBT) in Q4 2024, closing a stake of 22,950 shares — an estimated $199K sold.

Arete Wealth Advisors first reported a position in IRBT in Q2 2024 and held it in 2 quarters. The position peaked at $443K in Q2 2024. 167 funds tracked by Wall St. Rank hold IRBT as of Q4 2024.

Arete Wealth Advisors reported no remaining iRobot position as of Q4 2024 after selling out during the quarter.
Arete Wealth Advisors sold 22,950 iRobot shares in Q4 2024, an estimated $199K.
Arete Wealth Advisors first reported a position in iRobot in Q2 2024 and held it in 2 quarters.
Arete Wealth Advisors's iRobot position peaked at $443K in Q2 2024.
167 funds tracked by Wall St. Rank held iRobot as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.