Baker Avenue Asset Management’s iRobot IRBT Stock Holding History

Baker Avenue Asset 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
2023 Q1	–	Sell	-7	Closed	-$337	–	1692
2022 Q4	$337	Buy	+7	New	+$370	﹤0.01%	1485

Other funds holding IRBT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Baker Avenue Asset Management's IRBT Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of iRobot (IRBT) in Q1 2023, closing a stake of 7 shares — an estimated $337 sold.

Baker Avenue Asset Management first reported a position in IRBT in Q4 2022 and held it in 1 quarter. The position peaked at $337 in Q4 2022. 220 funds tracked by Wall St. Rank hold IRBT as of Q1 2023.

Baker Avenue Asset Management reported no remaining iRobot position as of Q1 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 7 iRobot shares in Q1 2023, an estimated $337.
Baker Avenue Asset Management first reported a position in iRobot in Q4 2022 and held it in 1 quarter.
Baker Avenue Asset Management's iRobot position peaked at $337 in Q4 2022.
220 funds tracked by Wall St. Rank held iRobot as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.