AWM
IRBT

Avior Wealth Management’s iRobot IRBT Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-6
Closed -$52 – 2986
2024
Q1 		$52 Buy
+6
New +$97 ﹤0.01% 3455

Other funds holding IRBT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's IRBT Position: Q2 2024 in Review

Avior Wealth Management sold out of iRobot (IRBT) in Q2 2024, closing a stake of 6 shares — an estimated $52 sold.

Avior Wealth Management first reported a position in IRBT in Q1 2024 and held it in 1 quarter. The position peaked at $52 in Q1 2024. 169 funds tracked by Wall St. Rank hold IRBT as of Q2 2024.

  • Avior Wealth Management reported no remaining iRobot position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 iRobot shares in Q2 2024, an estimated $52.
  • Avior Wealth Management first reported a position in iRobot in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's iRobot position peaked at $52 in Q1 2024.
  • 169 funds tracked by Wall St. Rank held iRobot as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.