SAM
IRBT

Stansberry Asset Management’s iRobot IRBT Stock Holding History

Stansberry Asset Management’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
-153,223
Closed -$6.69M – 103
2023
Q1 		$6.69M Buy
153,223
+101,849
+198% +$4.51M 1.3% 29
2022
Q4 		$2.47M Buy
+51,374
New +$2.72M 0.51% 46

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

Stansberry Asset Management's IRBT Position: Q2 2023 in Review

Stansberry Asset Management sold out of iRobot (IRBT) in Q2 2023, closing a stake of 153,223 shares — an estimated $6.69M sold.

Stansberry Asset Management first reported a position in IRBT in Q4 2022 and held it in 2 quarters. The position peaked at $6.69M in Q1 2023. 210 funds tracked by Wall St. Rank hold IRBT as of Q2 2023.

  • Stansberry Asset Management reported no remaining iRobot position as of Q2 2023 after selling out during the quarter.
  • Stansberry Asset Management sold 153,223 iRobot shares in Q2 2023, an estimated $6.69M.
  • Stansberry Asset Management first reported a position in iRobot in Q4 2022 and held it in 2 quarters.
  • Stansberry Asset Management's iRobot position peaked at $6.69M in Q1 2023.
  • 210 funds tracked by Wall St. Rank held iRobot as of Q2 2023.

Based on Stansberry Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.