HGERS
IRBT

Householder Group Estate & Retirement Specialist’s iRobot IRBT Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-100
Closed – – 860
2024
Q3 		$0 Buy
+100
New +$866 ﹤0.01% 1240
2024
Q2 		– Sell
-100
Closed -$876 – 1270
2024
Q1 		$876 Hold
100
– – ﹤0.01% 1124
2023
Q4 		$3K Hold
100
– – ﹤0.01% 952
2023
Q3 		$3.79K Buy
+100
New +$4.02K ﹤0.01% 983
2023
Q1 		$4K Buy
+100
New +$4.43K ﹤0.01% 995

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IRBT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iRobot (IRBT) in Q4 2024, closing a stake of 100 shares.

Householder Group Estate & Retirement Specialist first reported a position in IRBT in Q1 2023 and held it in 5 quarters. The position peaked at $4K in Q1 2023. 167 funds tracked by Wall St. Rank hold IRBT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iRobot position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 100 iRobot shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in iRobot in Q1 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's iRobot position peaked at $4K in Q1 2023.
  • 167 funds tracked by Wall St. Rank held iRobot as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.