GI
IRBT

Gradient Investments’s iRobot IRBT Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-93
Closed -$847 – 806
2024
Q2 		$847 Hold
93
– – ﹤0.01% 1102
2024
Q1 		$815 Hold
93
– – ﹤0.01% 938
2023
Q4 		$3.6K Hold
93
– – ﹤0.01% 1076
2023
Q3 		$3.52K Hold
93
– – ﹤0.01% 1036
2023
Q2 		$4.21K Buy
+93
New +$3.71K ﹤0.01% 985

Other funds holding IRBT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Gradient Investments's IRBT Position: Q3 2024 in Review

Gradient Investments sold out of iRobot (IRBT) in Q3 2024, closing a stake of 93 shares — an estimated $847 sold.

Gradient Investments first reported a position in IRBT in Q2 2023 and held it in 5 quarters. The position peaked at $4.21K in Q2 2023. 169 funds tracked by Wall St. Rank hold IRBT as of Q3 2024.

  • Gradient Investments reported no remaining iRobot position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 93 iRobot shares in Q3 2024, an estimated $847.
  • Gradient Investments first reported a position in iRobot in Q2 2023 and held it in 5 quarters.
  • Gradient Investments's iRobot position peaked at $4.21K in Q2 2023.
  • 169 funds tracked by Wall St. Rank held iRobot as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.