AWE
IRBT

Avidian Wealth Enterprises’s iRobot IRBT Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-3,000
Closed -$280K – 403
2021
Q2 		$280K Hold
3,000
– – 0.02% 321
2021
Q1 		$367K Hold
3,000
– – 0.03% 251
2020
Q4 		$241K Buy
+3,000
New +$244K 0.02% 280

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avidian Wealth Enterprises's IRBT Position: Q3 2021 in Review

Avidian Wealth Enterprises sold out of iRobot (IRBT) in Q3 2021, closing a stake of 3,000 shares — an estimated $280K sold.

Avidian Wealth Enterprises first reported a position in IRBT in Q4 2020 and held it in 3 quarters. The position peaked at $367K in Q1 2021. 266 funds tracked by Wall St. Rank hold IRBT as of Q3 2021.

  • Avidian Wealth Enterprises reported no remaining iRobot position as of Q3 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 3,000 iRobot shares in Q3 2021, an estimated $280K.
  • Avidian Wealth Enterprises first reported a position in iRobot in Q4 2020 and held it in 3 quarters.
  • Avidian Wealth Enterprises's iRobot position peaked at $367K in Q1 2021.
  • 266 funds tracked by Wall St. Rank held iRobot as of Q3 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2021, filed 10 Nov 2021.