BIA
IRBT

Bell Investment Advisors’s iRobot IRBT Stock Holding History

Bell Investment 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
2023
Q3 		– Sell
-16
Closed -$724 – 1965
2023
Q2 		$724 Buy
+16
New +$639 ﹤0.01% 1678
2022
Q4 		– Sell
-9
Closed -$1K – 1982
2022
Q3 		$1K Buy
+9
New +$472 ﹤0.01% 1446

Other funds holding IRBT

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
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

Bell Investment Advisors's IRBT Position: Q3 2023 in Review

Bell Investment Advisors sold out of iRobot (IRBT) in Q3 2023, closing a stake of 16 shares — an estimated $724 sold.

Bell Investment Advisors first reported a position in IRBT in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 215 funds tracked by Wall St. Rank hold IRBT as of Q3 2023.

  • Bell Investment Advisors reported no remaining iRobot position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 16 iRobot shares in Q3 2023, an estimated $724.
  • Bell Investment Advisors first reported a position in iRobot in Q3 2022 and held it in 2 quarters.
  • Bell Investment Advisors's iRobot position peaked at $1K in Q3 2022.
  • 215 funds tracked by Wall St. Rank held iRobot as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.