CAS
IRBT

Coppell Advisory Solutions’s iRobot IRBT Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-576
Closed -$4.53K – 1083
2024
Q4 		$4.53K Hold
576
– – ﹤0.01% 1348
2024
Q3 		$4.93K Hold
576
– – ﹤0.01% 1262
2024
Q2 		$5.25K Buy
+576
New +$5.3K ﹤0.01% 1188
2023
Q4 		$22.3K Hold
576
– – ﹤0.01% 697
2023
Q3 		$27.7K Hold
576
– – 0.01% 443
2023
Q2 		$25.8K Buy
+576
New +$23K 0.01% 511
2023
Q1 		– Sell
-576
Closed -$27.7K – 649
2022
Q4 		$27.7K Buy
+576
New +$30.4K 0.01% 445

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Coppell Advisory Solutions's IRBT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iRobot (IRBT) in Q1 2025, closing a stake of 576 shares — an estimated $4.53K sold.

Coppell Advisory Solutions first reported a position in IRBT in Q4 2022 and held it in 7 quarters. The position peaked at $27.7K in Q3 2023. 150 funds tracked by Wall St. Rank hold IRBT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iRobot position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 576 iRobot shares in Q1 2025, an estimated $4.53K.
  • Coppell Advisory Solutions first reported a position in iRobot in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's iRobot position peaked at $27.7K in Q3 2023.
  • 150 funds tracked by Wall St. Rank held iRobot as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.