Sutton Wealth Advisors’s iRobot IRBT Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-585	Closed	-$28.2K	–	1170
2022 Q4	$28.2K	Hold	585	–	–	0.01%	569
2022 Q3	$33K	Buy	585 +5	+0.9%	+$262	0.01%	495
2022 Q2	$21.3K	Hold	580	–	–	0.01%	654
2022 Q1	$36.8K	Hold	580	–	–	0.01%	502
2021 Q4	$38.2K	Hold	580	–	–	0.01%	499
2021 Q3	$45.5K	Hold	580	–	–	0.02%	418
2021 Q2	$54.2K	Hold	580	–	–	0.02%	388
2021 Q1	$70.9K	Sell	580 -55	-9%	-$6.25K	0.03%	303
2020 Q4	$51K	Hold	635	–	–	0.02%	343
2020 Q3	$48.2K	Hold	635	–	–	0.02%	313
2020 Q2	$53.3K	Hold	635	–	–	0.03%	287
2020 Q1	$26K	Hold	635	–	–	0.02%	405
2019 Q4	$32.1K	Hold	635	–	–	0.02%	435
2019 Q3	$39.2K	Hold	635	–	–	0.02%	371
2019 Q2	$58.2K	Hold	635	–	–	0.03%	271
2019 Q1	$74.7K	Hold	635	–	–	0.04%	236
2018 Q4	$53.2K	Hold	635	–	–	0.03%	267
2018 Q3	$69.8K	Hold	635	–	–	0.05%	236
2018 Q2	$48.1K	Hold	635	–	–	0.03%	296
2018 Q1	$40.8K	Hold	635	–	–	0.03%	329
2017 Q4	$48.7K	Hold	635	–	–	0.04%	278
2017 Q3	$48.9K	Hold	635	–	–	0.04%	273
2017 Q2	$53.4K	Hold	635	–	–	0.04%	256
2017 Q1	$42K	Hold	635	–	–	0.04%	295
2016 Q4	$37.1K	Hold	635	–	–	0.03%	320
2016 Q3	$27.9K	Hold	635	–	–	0.03%	376
2016 Q2	$22.3K	Hold	635	–	–	0.02%	417
2016 Q1	$22.4K	Buy	+635	New	+$20.7K	0.02%	409

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Sutton Wealth Advisors's IRBT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of iRobot (IRBT) in Q1 2023, closing a stake of 585 shares — an estimated $28.2K sold.

Sutton Wealth Advisors first reported a position in IRBT in Q1 2016 and held it in 28 quarters. The position peaked at $74.7K in Q1 2019. 220 funds tracked by Wall St. Rank hold IRBT as of Q1 2023.

Sutton Wealth Advisors reported no remaining iRobot position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 585 iRobot shares in Q1 2023, an estimated $28.2K.
Sutton Wealth Advisors first reported a position in iRobot in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's iRobot position peaked at $74.7K in Q1 2019.
220 funds tracked by Wall St. Rank held iRobot as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.