SageView Advisory Group’s iRobot IRBT Stock Holding History

SageView Advisory 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 Q2	–	Sell	-24,898	Closed	-$134K	–	623
2024 Q1	$134K	Buy	+24,898	New	+$403K	0.01%	515

Other funds holding IRBT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SageView Advisory Group's IRBT Position: Q2 2024 in Review

SageView Advisory Group sold out of iRobot (IRBT) in Q2 2024, closing a stake of 24,898 shares — an estimated $134K sold.

SageView Advisory Group first reported a position in IRBT in Q1 2024 and held it in 1 quarter. The position peaked at $134K in Q1 2024. 169 funds tracked by Wall St. Rank hold IRBT as of Q2 2024.

SageView Advisory Group reported no remaining iRobot position as of Q2 2024 after selling out during the quarter.
SageView Advisory Group sold 24,898 iRobot shares in Q2 2024, an estimated $134K.
SageView Advisory Group first reported a position in iRobot in Q1 2024 and held it in 1 quarter.
SageView Advisory Group's iRobot position peaked at $134K in Q1 2024.
169 funds tracked by Wall St. Rank held iRobot as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.