EI
IRBT

Ellevest Inc’s iRobot IRBT Stock Holding History

Ellevest Inc’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
-9
Closed -$393 – 970
2023
Q1 		$393 Buy
+9
New +$399 ﹤0.01% 1703

Other funds holding IRBT

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Vanguard Group
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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

Ellevest Inc's IRBT Position: Q2 2023 in Review

Ellevest Inc sold out of iRobot (IRBT) in Q2 2023, closing a stake of 9 shares — an estimated $393 sold.

Ellevest Inc first reported a position in IRBT in Q1 2023 and held it in 1 quarter. The position peaked at $393 in Q1 2023. 210 funds tracked by Wall St. Rank hold IRBT as of Q2 2023.

  • Ellevest Inc reported no remaining iRobot position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 9 iRobot shares in Q2 2023, an estimated $393.
  • Ellevest Inc first reported a position in iRobot in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's iRobot position peaked at $393 in Q1 2023.
  • 210 funds tracked by Wall St. Rank held iRobot as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.