TCWM
IRBT

Total Clarity Wealth Management’s iRobot IRBT Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-100
Closed -$4K – 592
2022
Q2 		$4K Buy
+100
New +$4.83K ﹤0.01% 845
2022
Q1 		– Sell
-100
Closed -$7K – 551
2021
Q4 		$7K Sell
100
-37
-27% -$2.93K ﹤0.01% 756
2021
Q3 		$11K Buy
+137
New +$11.7K 0.01% 655
2021
Q2 		– Sell
-137
Closed -$17K – 449
2021
Q1 		$17K Buy
+137
New +$15.6K 0.01% 477
2020
Q1 		– Sell
-37
Closed -$2K – 346
2019
Q4 		$2K Buy
+37
New +$1.86K ﹤0.01% 654

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Total Clarity Wealth Management's IRBT Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iRobot (IRBT) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

Total Clarity Wealth Management first reported a position in IRBT in Q4 2019 and held it in 5 quarters. The position peaked at $17K in Q1 2021. 245 funds tracked by Wall St. Rank hold IRBT as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining iRobot position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 100 iRobot shares in Q3 2022, an estimated $4K.
  • Total Clarity Wealth Management first reported a position in iRobot in Q4 2019 and held it in 5 quarters.
  • Total Clarity Wealth Management's iRobot position peaked at $17K in Q1 2021.
  • 245 funds tracked by Wall St. Rank held iRobot as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.