BWM
IRBT

Baystate Wealth Management’s iRobot IRBT Stock Holding History

Baystate 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
2021
Q4 		– Sell
-150
Closed -$12K – 915
2021
Q3 		$12K Hold
150
– – ﹤0.01% 507
2021
Q2 		$14K Hold
150
– – ﹤0.01% 467
2021
Q1 		$18K Hold
150
– – ﹤0.01% 392
2020
Q4 		$12K Hold
150
– – ﹤0.01% 410
2020
Q3 		$11K Hold
150
– – ﹤0.01% 385
2020
Q2 		$13K Buy
+150
New +$9.88K ﹤0.01% 351

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Baystate Wealth Management's IRBT Position: Q4 2021 in Review

Baystate Wealth Management sold out of iRobot (IRBT) in Q4 2021, closing a stake of 150 shares — an estimated $12K sold.

Baystate Wealth Management first reported a position in IRBT in Q2 2020 and held it in 6 quarters. The position peaked at $18K in Q1 2021. 263 funds tracked by Wall St. Rank hold IRBT as of Q4 2021.

  • Baystate Wealth Management reported no remaining iRobot position as of Q4 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 150 iRobot shares in Q4 2021, an estimated $12K.
  • Baystate Wealth Management first reported a position in iRobot in Q2 2020 and held it in 6 quarters.
  • Baystate Wealth Management's iRobot position peaked at $18K in Q1 2021.
  • 263 funds tracked by Wall St. Rank held iRobot as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.