BFEC
IRBT

Benjamin F. Edwards & Company’s iRobot IRBT Stock Holding History

Benjamin F. Edwards & Company’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
2022
Q3 		– Sell
-32
Closed -$1K – 1868
2022
Q2 		$1K Hold
32
– – ﹤0.01% 1749
2022
Q1 		$2K Hold
32
– – ﹤0.01% 1658
2021
Q4 		$2K Sell
32
-1,171
-97% -$92.6K ﹤0.01% 1633
2021
Q3 		$94K Buy
1,203
+1,171
+3,659% +$99.8K ﹤0.01% 865
2021
Q2 		$3K Sell
32
-32
-50% -$3.28K ﹤0.01% 1583
2021
Q1 		$8K Sell
64
-715
-92% -$81.3K ﹤0.01% 1412
2020
Q4 		$63K Buy
779
+529
+212% +$43.1K ﹤0.01% 905
2020
Q3 		$19K Buy
+250
New +$19.3K ﹤0.01% 1129
2020
Q1 		– Sell
-25
Closed -$1K – 1793
2019
Q4 		$1K Sell
25
-74
-75% -$3.71K ﹤0.01% 1821
2019
Q3 		$6K Sell
99
-575
-85% -$41.2K ﹤0.01% 1528
2019
Q2 		$62K Buy
674
+65
+11% +$6.59K 0.01% 842
2019
Q1 		$72K Sell
609
-15
-2% -$1.6K 0.01% 767
2018
Q4 		$52K Buy
624
+27
+5% +$2.45K 0.01% 812
2018
Q3 		$66K Buy
+597
New +$56.2K 0.01% 780
2017
Q3 		– Sell
-150
Closed -$13K – 1557
2017
Q2 		$13K Buy
+150
New +$12.9K ﹤0.01% 1001

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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Benjamin F. Edwards & Company's IRBT Position: Q3 2022 in Review

Benjamin F. Edwards & Company sold out of iRobot (IRBT) in Q3 2022, closing a stake of 32 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in IRBT in Q2 2017 and held it in 15 quarters. The position peaked at $94K in Q3 2021. 245 funds tracked by Wall St. Rank hold IRBT as of Q3 2022.

  • Benjamin F. Edwards & Company reported no remaining iRobot position as of Q3 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 32 iRobot shares in Q3 2022, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in iRobot in Q2 2017 and held it in 15 quarters.
  • Benjamin F. Edwards & Company's iRobot position peaked at $94K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held iRobot as of Q3 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2022, filed 28 Oct 2022.