Heritage Wealth Management (Arizona)’s iRobot IRBT Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$15.9K	Buy	330 +165	+100%	+$8.72K	﹤0.01%	715
2022 Q3	$9K	Hold	165	–	–	﹤0.01%	669
2022 Q2	$6.06K	Hold	165	–	–	﹤0.01%	744
2022 Q1	$10K	Buy	+165	New	+$10.4K	﹤0.01%	708
2021 Q3	$20K	Hold	260	–	–	0.01%	555
2021 Q2	$24K	Hold	260	–	–	0.01%	536
2021 Q1	$32K	Buy	+260	New	+$29.6K	0.02%	437

Other funds holding IRBT

BlackRock New York $6.73T AUM 46.02% 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

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IRBT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iRobot (IRBT) stake by 100% in Q4 2022, buying an estimated $8.72K and bringing the position to 330 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Heritage Wealth Management (Arizona) first reported a position in IRBT in Q1 2021 and has held it in 7 quarters since. The position peaked at $32K in Q1 2021. 245 funds tracked by Wall St. Rank hold IRBT as of Q4 2022.

Heritage Wealth Management (Arizona) held 330 shares of iRobot worth $15.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 165 iRobot shares in Q4 2022, an estimated $8.72K.
iRobot made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #715 holding.
Heritage Wealth Management (Arizona) first reported a position in iRobot in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iRobot position peaked at $32K in Q1 2021.
245 funds tracked by Wall St. Rank held iRobot as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.