BAM
IRBT

Belpointe Asset Management’s iRobot IRBT Stock Holding History

Belpointe 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
Q2 		– Sell
-40
Closed -$1.75K – 1940
2023
Q1 		$1.75K Hold
40
– – ﹤0.01% 3339
2022
Q4 		$1.93K Buy
+40
New +$2.11K ﹤0.01% 3274

Other funds holding IRBT

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
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Belpointe Asset Management's IRBT Position: Q2 2023 in Review

Belpointe Asset Management sold out of iRobot (IRBT) in Q2 2023, closing a stake of 40 shares — an estimated $1.75K sold.

Belpointe Asset Management first reported a position in IRBT in Q4 2022 and held it in 2 quarters. The position peaked at $1.93K in Q4 2022. 210 funds tracked by Wall St. Rank hold IRBT as of Q2 2023.

  • Belpointe Asset Management reported no remaining iRobot position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 40 iRobot shares in Q2 2023, an estimated $1.75K.
  • Belpointe Asset Management first reported a position in iRobot in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's iRobot position peaked at $1.93K in Q4 2022.
  • 210 funds tracked by Wall St. Rank held iRobot as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.