AWM
IRBT

AE Wealth Management’s iRobot IRBT Stock Holding History

AE 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
2021
Q2 		– Sell
-6,389
Closed -$781K – 1632
2021
Q1 		$781K Sell
6,389
-719
-10% -$81.7K 0.01% 856
2020
Q4 		$571K Buy
7,108
+277
+4% +$22.5K 0.01% 912
2020
Q3 		$518K Buy
6,831
+191
+3% +$14.7K 0.01% 874
2020
Q2 		$557K Buy
+6,640
New +$437K 0.01% 837

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AE Wealth Management's IRBT Position: Q2 2021 in Review

AE Wealth Management sold out of iRobot (IRBT) in Q2 2021, closing a stake of 6,389 shares — an estimated $781K sold.

AE Wealth Management first reported a position in IRBT in Q2 2020 and held it in 4 quarters. The position peaked at $781K in Q1 2021. 290 funds tracked by Wall St. Rank hold IRBT as of Q2 2021.

  • AE Wealth Management reported no remaining iRobot position as of Q2 2021 after selling out during the quarter.
  • AE Wealth Management sold 6,389 iRobot shares in Q2 2021, an estimated $781K.
  • AE Wealth Management first reported a position in iRobot in Q2 2020 and held it in 4 quarters.
  • AE Wealth Management's iRobot position peaked at $781K in Q1 2021.
  • 290 funds tracked by Wall St. Rank held iRobot as of Q2 2021.

Based on AE Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.