BDO Wealth Advisors’s iRobot IRBT Stock Holding History

BDO 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	-7	Closed	-$1K	–	1159
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	1079
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	855
2020 Q3	$1K	Buy	+7	New	+$539	﹤0.01%	777

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BDO Wealth Advisors's IRBT Position: Q2 2021 in Review

BDO Wealth Advisors sold out of iRobot (IRBT) in Q2 2021, closing a stake of 7 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in IRBT in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 290 funds tracked by Wall St. Rank hold IRBT as of Q2 2021.

BDO Wealth Advisors reported no remaining iRobot position as of Q2 2021 after selling out during the quarter.
BDO Wealth Advisors sold 7 iRobot shares in Q2 2021, an estimated $1K.
BDO Wealth Advisors first reported a position in iRobot in Q3 2020 and held it in 3 quarters.
BDO Wealth Advisors's iRobot position peaked at $1K in Q1 2021.
290 funds tracked by Wall St. Rank held iRobot as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.