Steward Financial Group’s iRobot IRBT Stock Holding History

Steward 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
2022 Q3	–	Sell	-12	Closed	–	–	682
2022 Q2	$0	Buy	+12	New	+$580	﹤0.01%	1154

Other funds holding IRBT

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Steward Financial Group's IRBT Position: Q3 2022 in Review

Steward Financial Group sold out of iRobot (IRBT) in Q3 2022, closing a stake of 12 shares.

Steward Financial Group first reported a position in IRBT in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 245 funds tracked by Wall St. Rank hold IRBT as of Q3 2022.

Steward Financial Group reported no remaining iRobot position as of Q3 2022 after selling out during the quarter.
Steward Financial Group sold 12 iRobot shares in Q3 2022.
Steward Financial Group first reported a position in iRobot in Q2 2022 and held it in 1 quarter.
Steward Financial Group's iRobot position peaked at $0 in Q2 2022.
245 funds tracked by Wall St. Rank held iRobot as of Q3 2022.

Based on Steward Financial Group's 13F filing for Q3 2022, filed 7 Nov 2022.