MCC
IRBT

Money Concepts Capital’s iRobot IRBT Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-643
Closed -$30.9K – 1702
2022
Q4 		$30.9K Buy
643
+625
+3,472% +$33K ﹤0.01% 1457
2022
Q3 		$1K Hold
18
– – ﹤0.01% 1469
2022
Q2 		$1K Sell
18
-625
-97% -$30.2K ﹤0.01% 1380
2022
Q1 		$41K Buy
+643
New +$40.7K ﹤0.01% 1312

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 $127B AUM 44.11% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 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 $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Money Concepts Capital's IRBT Position: Q1 2023 in Review

Money Concepts Capital sold out of iRobot (IRBT) in Q1 2023, closing a stake of 643 shares — an estimated $30.9K sold.

Money Concepts Capital first reported a position in IRBT in Q1 2022 and held it in 4 quarters. The position peaked at $41K in Q1 2022. 220 funds tracked by Wall St. Rank hold IRBT as of Q1 2023.

  • Money Concepts Capital reported no remaining iRobot position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 643 iRobot shares in Q1 2023, an estimated $30.9K.
  • Money Concepts Capital first reported a position in iRobot in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's iRobot position peaked at $41K in Q1 2022.
  • 220 funds tracked by Wall St. Rank held iRobot as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.