Wingate Wealth Advisors’s iRobot IRBT Stock Holding History

Wingate 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
2025 Q1	–	Sell	-200	Closed	-$1.55K	–	254
2024 Q4	$1.55K	Buy	+200	New	+$1.6K	﹤0.01%	438

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wingate Wealth Advisors's IRBT Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of iRobot (IRBT) in Q1 2025, closing a stake of 200 shares — an estimated $1.55K sold.

Wingate Wealth Advisors first reported a position in IRBT in Q4 2024 and held it in 1 quarter. The position peaked at $1.55K in Q4 2024. 150 funds tracked by Wall St. Rank hold IRBT as of Q1 2025.

Wingate Wealth Advisors reported no remaining iRobot position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 200 iRobot shares in Q1 2025, an estimated $1.55K.
Wingate Wealth Advisors first reported a position in iRobot in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's iRobot position peaked at $1.55K in Q4 2024.
150 funds tracked by Wall St. Rank held iRobot as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.