Moser Wealth Advisors’s iRobot IRBT Stock Holding History

Moser 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
2022 Q4	–	Sell	-20	Closed	-$1K	–	137
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	142
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	131
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	131
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	140
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	136
2021 Q2	$2K	Hold	20	–	–	﹤0.01%	132
2021 Q1	$2K	Hold	20	–	–	﹤0.01%	144
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	119
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	119
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	114
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	120
2019 Q4	$1K	Buy	+20	New	+$1K	﹤0.01%	137

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Moser Wealth Advisors's IRBT Position: Q4 2022 in Review

Moser Wealth Advisors sold out of iRobot (IRBT) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

Moser Wealth Advisors first reported a position in IRBT in Q4 2019 and held it in 12 quarters. The position peaked at $2K in Q3 2021. 245 funds tracked by Wall St. Rank hold IRBT as of Q4 2022.

Moser Wealth Advisors reported no remaining iRobot position as of Q4 2022 after selling out during the quarter.
Moser Wealth Advisors sold 20 iRobot shares in Q4 2022, an estimated $1K.
Moser Wealth Advisors first reported a position in iRobot in Q4 2019 and held it in 12 quarters.
Moser Wealth Advisors's iRobot position peaked at $2K in Q3 2021.
245 funds tracked by Wall St. Rank held iRobot as of Q4 2022.

Based on Moser Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.