JWA
IRBT

JFS Wealth Advisors’s iRobot IRBT Stock Holding History

JFS 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
Q2 		– Sell
-11
Closed -$481 – 2000
2023
Q1 		$481 Sell
11
-2
-15% -$89 ﹤0.01% 1723
2022
Q4 		$626 Hold
13
– – ﹤0.01% 1698
2022
Q3 		$1K Buy
13
+10
+333% +$525 ﹤0.01% 1566
2022
Q2 		$0 Sell
3
-14
-82% -$676 ﹤0.01% 1836
2022
Q1 		$1K Buy
17
+10
+143% +$633 ﹤0.01% 1656
2021
Q4 		$0 Buy
+7
New +$554 ﹤0.01% 1790

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
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

JFS Wealth Advisors's IRBT Position: Q2 2023 in Review

JFS Wealth Advisors sold out of iRobot (IRBT) in Q2 2023, closing a stake of 11 shares — an estimated $481 sold.

JFS Wealth Advisors first reported a position in IRBT in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 210 funds tracked by Wall St. Rank hold IRBT as of Q2 2023.

  • JFS Wealth Advisors reported no remaining iRobot position as of Q2 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 11 iRobot shares in Q2 2023, an estimated $481.
  • JFS Wealth Advisors first reported a position in iRobot in Q4 2021 and held it in 6 quarters.
  • JFS Wealth Advisors's iRobot position peaked at $1K in Q3 2022.
  • 210 funds tracked by Wall St. Rank held iRobot as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.