RFG
IRBT

RFP Financial Group’s iRobot IRBT Stock Holding History

RFP Financial 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
2024
Q3 		– Sell
-98
Closed -$893 – 441
2024
Q2 		$893 Hold
98
– – ﹤0.01% 822
2024
Q1 		$858 Hold
98
– – ﹤0.01% 782
2023
Q4 		$3.79K Hold
98
– – ﹤0.01% 588
2023
Q3 		$3.71K Hold
98
– – ﹤0.01% 554
2023
Q2 		$4.43K Buy
+98
New +$3.91K ﹤0.01% 572

Other funds holding IRBT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

RFP Financial Group's IRBT Position: Q3 2024 in Review

RFP Financial Group sold out of iRobot (IRBT) in Q3 2024, closing a stake of 98 shares — an estimated $893 sold.

RFP Financial Group first reported a position in IRBT in Q2 2023 and held it in 5 quarters. The position peaked at $4.43K in Q2 2023. 169 funds tracked by Wall St. Rank hold IRBT as of Q3 2024.

  • RFP Financial Group reported no remaining iRobot position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 98 iRobot shares in Q3 2024, an estimated $893.
  • RFP Financial Group first reported a position in iRobot in Q2 2023 and held it in 5 quarters.
  • RFP Financial Group's iRobot position peaked at $4.43K in Q2 2023.
  • 169 funds tracked by Wall St. Rank held iRobot as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.