AWM
IRBT

Aprio Wealth Management’s iRobot IRBT Stock Holding History

Aprio 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
2020
Q2 		– Sell
-7,400
Closed -$303K – 74
2020
Q1 		$303K Hold
7,400
– – 0.38% 40
2019
Q4 		$375K Buy
+7,400
New +$372K 0.28% 44

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Aprio Wealth Management's IRBT Position: Q2 2020 in Review

Aprio Wealth Management sold out of iRobot (IRBT) in Q2 2020, closing a stake of 7,400 shares — an estimated $303K sold.

Aprio Wealth Management first reported a position in IRBT in Q4 2019 and held it in 2 quarters. The position peaked at $375K in Q4 2019. 272 funds tracked by Wall St. Rank hold IRBT as of Q2 2020.

  • Aprio Wealth Management reported no remaining iRobot position as of Q2 2020 after selling out during the quarter.
  • Aprio Wealth Management sold 7,400 iRobot shares in Q2 2020, an estimated $303K.
  • Aprio Wealth Management first reported a position in iRobot in Q4 2019 and held it in 2 quarters.
  • Aprio Wealth Management's iRobot position peaked at $375K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held iRobot as of Q2 2020.

Based on Aprio Wealth Management's 13F filing for Q2 2020, filed 20 Jul 2020.