HWA
IRBT

HHM Wealth Advisors’s iRobot IRBT Stock Holding History

HHM 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
Q4 		– Sell
-468
Closed -$17.7K – 788
2023
Q3 		$17.7K Hold
468
– – ﹤0.01% 422
2023
Q2 		$21.2K Hold
468
– – ﹤0.01% 411
2023
Q1 		$20.4K Hold
468
– – ﹤0.01% 415
2022
Q4 		$22.5K Hold
468
– – 0.01% 346
2022
Q3 		$26K Hold
468
– – 0.01% 316
2022
Q2 		$17K Buy
468
+200
+75% +$9.66K ﹤0.01% 450
2022
Q1 		$17K Buy
268
+100
+60% +$6.33K ﹤0.01% 457
2021
Q4 		$11K Buy
168
+50
+42% +$3.95K ﹤0.01% 506
2021
Q3 		$9K Buy
+118
New +$10.1K ﹤0.01% 497
2021
Q1 		– Sell
-37
Closed -$3K – 597
2020
Q4 		$3K Hold
37
– – ﹤0.01% 483
2020
Q3 		$3K Hold
37
– – ﹤0.01% 451
2020
Q2 		$3K Hold
37
– – ﹤0.01% 437
2020
Q1 		$2K Buy
+37
New +$1.77K ﹤0.01% 430

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HHM Wealth Advisors's IRBT Position: Q4 2023 in Review

HHM Wealth Advisors sold out of iRobot (IRBT) in Q4 2023, closing a stake of 468 shares — an estimated $17.7K sold.

HHM Wealth Advisors first reported a position in IRBT in Q1 2020 and held it in 13 quarters. The position peaked at $26K in Q3 2022. 219 funds tracked by Wall St. Rank hold IRBT as of Q4 2023.

  • HHM Wealth Advisors reported no remaining iRobot position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 468 iRobot shares in Q4 2023, an estimated $17.7K.
  • HHM Wealth Advisors first reported a position in iRobot in Q1 2020 and held it in 13 quarters.
  • HHM Wealth Advisors's iRobot position peaked at $26K in Q3 2022.
  • 219 funds tracked by Wall St. Rank held iRobot as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.