KWA
IRBT

Kingswood Wealth Advisors’s iRobot IRBT Stock Holding History

Kingswood 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
2024
Q1 		– Sell
-13,179
Closed -$510K – 655
2023
Q4 		$510K Buy
13,179
+4,649
+55% +$165K 0.06% 343
2023
Q3 		$323K Buy
+8,530
New +$343K 0.06% 314

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingswood Wealth Advisors's IRBT Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of iRobot (IRBT) in Q1 2024, closing a stake of 13,179 shares — an estimated $510K sold.

Kingswood Wealth Advisors first reported a position in IRBT in Q3 2023 and held it in 2 quarters. The position peaked at $510K in Q4 2023. 177 funds tracked by Wall St. Rank hold IRBT as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining iRobot position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 13,179 iRobot shares in Q1 2024, an estimated $510K.
  • Kingswood Wealth Advisors first reported a position in iRobot in Q3 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's iRobot position peaked at $510K in Q4 2023.
  • 177 funds tracked by Wall St. Rank held iRobot as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.