BFC
IRBT

Bedel Financial Consulting’s iRobot IRBT Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-800
Closed -$51K – 522
2022
Q1 		$51K Hold
800
– – 0.02% 385
2021
Q4 		$53K Hold
800
– – 0.02% 386
2021
Q3 		$63K Hold
800
– – 0.02% 349
2021
Q2 		$75K Hold
800
– – 0.03% 318
2021
Q1 		$98K Buy
+800
New +$90.9K 0.04% 264

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Bedel Financial Consulting's IRBT Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iRobot (IRBT) in Q2 2022, closing a stake of 800 shares — an estimated $51K sold.

Bedel Financial Consulting first reported a position in IRBT in Q1 2021 and held it in 5 quarters. The position peaked at $98K in Q1 2021. 220 funds tracked by Wall St. Rank hold IRBT as of Q2 2022.

  • Bedel Financial Consulting reported no remaining iRobot position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 800 iRobot shares in Q2 2022, an estimated $51K.
  • Bedel Financial Consulting first reported a position in iRobot in Q1 2021 and held it in 5 quarters.
  • Bedel Financial Consulting's iRobot position peaked at $98K in Q1 2021.
  • 220 funds tracked by Wall St. Rank held iRobot as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.