BHWM
IRBT

Beaird Harris Wealth Management’s iRobot IRBT Stock Holding History

Beaird Harris 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
Q3 		– Sell
-650
Closed -$5.92K – 620
2024
Q2 		$5.92K Hold
650
– – ﹤0.01% 432
2024
Q1 		$5.69K Sell
650
-100
-13% -$1.62K ﹤0.01% 379
2023
Q4 		$29K Buy
750
+500
+200% +$17.8K ﹤0.01% 230
2023
Q3 		$9.47K Buy
+250
New +$10K ﹤0.01% 272

Other funds holding IRBT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Beaird Harris Wealth Management's IRBT Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of iRobot (IRBT) in Q3 2024, closing a stake of 650 shares — an estimated $5.92K sold.

Beaird Harris Wealth Management first reported a position in IRBT in Q3 2023 and held it in 4 quarters. The position peaked at $29K in Q4 2023. 169 funds tracked by Wall St. Rank hold IRBT as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining iRobot position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 650 iRobot shares in Q3 2024, an estimated $5.92K.
  • Beaird Harris Wealth Management first reported a position in iRobot in Q3 2023 and held it in 4 quarters.
  • Beaird Harris Wealth Management's iRobot position peaked at $29K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held iRobot as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.