AWA
IRBT

Arkadios Wealth Advisors’s iRobot IRBT Stock Holding History

Arkadios 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
2020
Q2 		– Sell
-100
Closed -$4.09K – 1050
2020
Q1 		$4.09K Hold
100
– – ﹤0.01% 823
2019
Q4 		$5.25K Buy
+100
New +$5.02K ﹤0.01% 695

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

Arkadios Wealth Advisors's IRBT Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of iRobot (IRBT) in Q2 2020, closing a stake of 100 shares — an estimated $4.09K sold.

Arkadios Wealth Advisors first reported a position in IRBT in Q4 2019 and held it in 2 quarters. The position peaked at $5.25K in Q4 2019. 272 funds tracked by Wall St. Rank hold IRBT as of Q2 2020.

  • Arkadios Wealth Advisors reported no remaining iRobot position as of Q2 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 100 iRobot shares in Q2 2020, an estimated $4.09K.
  • Arkadios Wealth Advisors first reported a position in iRobot in Q4 2019 and held it in 2 quarters.
  • Arkadios Wealth Advisors's iRobot position peaked at $5.25K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held iRobot as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.