MW
IRBT

Milestone Wealth’s iRobot IRBT Stock Holding History

Milestone Wealth’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
Q3 		$7K Hold
119
– – 0.01% 186
2022
Q2 		$4K Sell
119
-119
-50% -$5.75K ﹤0.01% 211
2022
Q1 		$16K Hold
238
– – 0.01% 194
2021
Q4 		$16K Buy
+238
New +$18.8K 0.01% 194

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Milestone Wealth's IRBT Position: Q3 2022 in Review

Milestone Wealth held its iRobot (IRBT) position steady in Q3 2022 at 119 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #186.

Milestone Wealth first reported a position in IRBT in Q4 2021 and has held it in 4 quarters since. The position peaked at $16K in Q1 2022. 244 funds tracked by Wall St. Rank hold IRBT as of Q3 2022.

  • Milestone Wealth held 119 shares of iRobot worth $7K as of Q3 2022.
  • Milestone Wealth left its iRobot share count unchanged in Q3 2022.
  • iRobot made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #186 holding.
  • Milestone Wealth first reported a position in iRobot in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iRobot position peaked at $16K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held iRobot as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.