RA
IRBT

Rise Advisors’s iRobot IRBT Stock Holding History

Rise 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
2024
Q4 		– Sell
-58
Closed -$504 – 1167
2024
Q3 		$504 Hold
58
– – ﹤0.01% 1192
2024
Q2 		$528 Hold
58
– – ﹤0.01% 1190
2024
Q1 		$508 Hold
58
– – ﹤0.01% 1214
2023
Q4 		$2.25K Hold
58
– – ﹤0.01% 454
2023
Q3 		$2.2K Hold
58
– – ﹤0.01% 455
2023
Q2 		$2.63K Hold
58
– – ﹤0.01% 488
2023
Q1 		$2.53K Hold
58
– – ﹤0.01% 541
2022
Q4 		$2.79K Hold
58
– – ﹤0.01% 516
2022
Q3 		$3K Hold
58
– – ﹤0.01% 499
2022
Q2 		$2K Hold
58
– – ﹤0.01% 555
2022
Q1 		$4K Hold
58
– – ﹤0.01% 449
2021
Q4 		$3.82K Buy
+58
New +$4.59K ﹤0.01% 443

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Rise Advisors's IRBT Position: Q4 2024 in Review

Rise Advisors sold out of iRobot (IRBT) in Q4 2024, closing a stake of 58 shares — an estimated $504 sold.

Rise Advisors first reported a position in IRBT in Q4 2021 and held it in 12 quarters. The position peaked at $4K in Q1 2022. 167 funds tracked by Wall St. Rank hold IRBT as of Q4 2024.

  • Rise Advisors reported no remaining iRobot position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 58 iRobot shares in Q4 2024, an estimated $504.
  • Rise Advisors first reported a position in iRobot in Q4 2021 and held it in 12 quarters.
  • Rise Advisors's iRobot position peaked at $4K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held iRobot as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.