PWMG
IRBT

Prestige Wealth Management Group’s iRobot IRBT Stock Holding History

Prestige Wealth Management Group’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
-12
Closed -$524 – 1073
2023
Q1 		$524 Buy
+12
New +$531 ﹤0.01% 977

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

Prestige Wealth Management Group's IRBT Position: Q2 2023 in Review

Prestige Wealth Management Group sold out of iRobot (IRBT) in Q2 2023, closing a stake of 12 shares — an estimated $524 sold.

Prestige Wealth Management Group first reported a position in IRBT in Q1 2023 and held it in 1 quarter. The position peaked at $524 in Q1 2023. 210 funds tracked by Wall St. Rank hold IRBT as of Q2 2023.

  • Prestige Wealth Management Group reported no remaining iRobot position as of Q2 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 12 iRobot shares in Q2 2023, an estimated $524.
  • Prestige Wealth Management Group first reported a position in iRobot in Q1 2023 and held it in 1 quarter.
  • Prestige Wealth Management Group's iRobot position peaked at $524 in Q1 2023.
  • 210 funds tracked by Wall St. Rank held iRobot as of Q2 2023.

Based on Prestige Wealth Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.