APWM
IRBT

Atlas Private Wealth Management’s iRobot IRBT Stock Holding History

Atlas Private 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
Q1 		– Sell
-10
Closed -$1K – 468
2019
Q4 		$1K Buy
+10
New +$502 ﹤0.01% 450

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atlas Private Wealth Management's IRBT Position: Q1 2020 in Review

Atlas Private Wealth Management sold out of iRobot (IRBT) in Q1 2020, closing a stake of 10 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in IRBT in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 242 funds tracked by Wall St. Rank hold IRBT as of Q1 2020.

  • Atlas Private Wealth Management reported no remaining iRobot position as of Q1 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 10 iRobot shares in Q1 2020, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in iRobot in Q4 2019 and held it in 1 quarter.
  • Atlas Private Wealth Management's iRobot position peaked at $1K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held iRobot as of Q1 2020.

Based on Atlas Private Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.