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
Q1 		– Sell
-5
Closed -$1K – 5264
2018
Q4 		$1K Buy
+5
New +$453 ﹤0.01% 4972

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.