APWA
IRBT

Atlas Private Wealth Advisors’s iRobot IRBT Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-40
Closed -$5K – 858
2021
Q1 		$5K Buy
+40
New +$4.55K ﹤0.01% 615

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

Atlas Private Wealth Advisors's IRBT Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of iRobot (IRBT) in Q2 2021, closing a stake of 40 shares — an estimated $5K sold.

Atlas Private Wealth Advisors first reported a position in IRBT in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 290 funds tracked by Wall St. Rank hold IRBT as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining iRobot position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 40 iRobot shares in Q2 2021, an estimated $5K.
  • Atlas Private Wealth Advisors first reported a position in iRobot in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's iRobot position peaked at $5K in Q1 2021.
  • 290 funds tracked by Wall St. Rank held iRobot as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.