AG
IRBT

Advisor Group’s iRobot IRBT Stock Holding History

Advisor 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
2019
Q4 		$184K Buy
3,641
+1,367
+60% +$68.6K ﹤0.01% 2461
2019
Q3 		$140K Sell
2,274
-582
-20% -$41.7K ﹤0.01% 2625
2019
Q2 		$263K Buy
2,856
+1,141
+67% +$116K ﹤0.01% 2091
2019
Q1 		$203K Buy
1,715
+123
+8% +$13.1K ﹤0.01% 2277
2018
Q4 		$135K Sell
1,592
-4,205
-73% -$381K ﹤0.01% 2394
2018
Q3 		$637K Buy
5,797
+4,950
+584% +$466K 0.01% 1291
2018
Q2 		$64K Sell
847
-55
-6% -$3.65K ﹤0.01% 2886
2018
Q1 		$58K Buy
902
+194
+27% +$14.6K ﹤0.01% 2946
2017
Q4 		$54K Sell
708
-200
-22% -$14.4K ﹤0.01% 3022
2017
Q3 		$70K Sell
908
-103
-10% -$9.43K ﹤0.01% 2686
2017
Q2 		$84K Buy
1,011
+183
+22% +$15.8K ﹤0.01% 2452
2017
Q1 		$55K Sell
828
-82
-9% -$4.85K ﹤0.01% 2625
2016
Q4 		$53K Buy
910
+77
+9% +$4.02K ﹤0.01% 2578
2016
Q3 		$36K Buy
833
+171
+26% +$6.7K ﹤0.01% 2774
2016
Q2 		$22K Buy
+662
New +$24.3K ﹤0.01% 3017

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisor Group's IRBT Position: Q4 2019 in Review

Advisor Group increased its iRobot (IRBT) stake by 60% in Q4 2019, buying an estimated $68.6K and bringing the position to 3,641 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2461.

Advisor Group first reported a position in IRBT in Q2 2016 and has held it in 15 quarters since. The position peaked at $637K in Q3 2018. 241 funds tracked by Wall St. Rank hold IRBT as of Q4 2019.

  • Advisor Group held 3,641 shares of iRobot worth $184K as of Q4 2019.
  • Advisor Group bought 1,367 iRobot shares in Q4 2019, an estimated $68.6K.
  • iRobot made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2461 holding.
  • Advisor Group first reported a position in iRobot in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iRobot position peaked at $637K in Q3 2018.
  • 241 funds tracked by Wall St. Rank held iRobot as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.