Clearview Wealth Advisors’s iRobot IRBT Stock Holding History

Clearview Wealth 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	-48	Closed	-$2.17K	–	366
2023 Q2	$2.17K	Hold	48	–	–	﹤0.01%	522
2023 Q1	$2.1K	Hold	48	–	–	﹤0.01%	514
2022 Q4	$2.31K	Hold	48	–	–	﹤0.01%	468
2022 Q3	$3K	Hold	48	–	–	﹤0.01%	457
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	498
2022 Q1	$3K	Hold	48	–	–	﹤0.01%	490
2021 Q4	$3K	Hold	48	–	–	﹤0.01%	549
2021 Q3	$4K	Buy	+48	New	+$4.09K	﹤0.01%	519

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Clearview Wealth Advisors's IRBT Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iRobot (IRBT) in Q3 2023, closing a stake of 48 shares — an estimated $2.17K sold.

Clearview Wealth Advisors first reported a position in IRBT in Q3 2021 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 215 funds tracked by Wall St. Rank hold IRBT as of Q3 2023.

Clearview Wealth Advisors reported no remaining iRobot position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 48 iRobot shares in Q3 2023, an estimated $2.17K.
Clearview Wealth Advisors first reported a position in iRobot in Q3 2021 and held it in 8 quarters.
Clearview Wealth Advisors's iRobot position peaked at $4K in Q3 2021.
215 funds tracked by Wall St. Rank held iRobot as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.