Steward Partners Investment Advisory’s iRobot IRBT Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-30	Closed	-$1.14K	–	3520
2023 Q3	$1.14K	Buy	+30	New	+$1.21K	﹤0.01%	3169
2023 Q1	–	Sell	-13	Closed	-$626	–	3368
2022 Q4	$626	Buy	+13	New	+$687	﹤0.01%	3176
2022 Q2	–	Sell	-10	Closed	-$1K	–	3309
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	3190
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	3097
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	3080
2021 Q2	$1K	Sell	10 -542	-98%	-$55.6K	﹤0.01%	6968
2021 Q1	$67.4K	Buy	552 +467	+549%	+$53.1K	﹤0.01%	1838
2020 Q4	$7K	Hold	85	–	–	﹤0.01%	2424
2020 Q3	$6K	Hold	85	–	–	﹤0.01%	2310
2020 Q2	$7K	Hold	85	–	–	﹤0.01%	2165
2020 Q1	$3K	Hold	85	–	–	﹤0.01%	2221
2019 Q4	$4K	Hold	85	–	–	﹤0.01%	2303
2019 Q3	$5K	Buy	+85	New	+$6.09K	﹤0.01%	2243

Other funds holding IRBT

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 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

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

Steward Partners Investment Advisory's IRBT Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of iRobot (IRBT) in Q4 2023, closing a stake of 30 shares — an estimated $1.14K sold.

Steward Partners Investment Advisory first reported a position in IRBT in Q3 2019 and held it in 13 quarters. The position peaked at $67.4K in Q1 2021. 219 funds tracked by Wall St. Rank hold IRBT as of Q4 2023.

Steward Partners Investment Advisory reported no remaining iRobot position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 30 iRobot shares in Q4 2023, an estimated $1.14K.
Steward Partners Investment Advisory first reported a position in iRobot in Q3 2019 and held it in 13 quarters.
Steward Partners Investment Advisory's iRobot position peaked at $67.4K in Q1 2021.
219 funds tracked by Wall St. Rank held iRobot as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.