BCA
IRBT

Berman Capital Advisors’s iRobot IRBT Stock Holding History

Berman Capital 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
Q3 		– Sell
-5
Closed – – 2145
2021
Q2 		$0 Buy
5
+4
+400% +$410 ﹤0.01% 1970
2021
Q1 		$0 Buy
+1
New +$114 ﹤0.01% 1831
2020
Q2 		– Sell
-56
Closed -$2K – 1702
2020
Q1 		$2K Buy
+56
New +$2.69K ﹤0.01% 1140

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

Berman Capital Advisors's IRBT Position: Q3 2021 in Review

Berman Capital Advisors sold out of iRobot (IRBT) in Q3 2021, closing a stake of 5 shares.

Berman Capital Advisors first reported a position in IRBT in Q1 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 266 funds tracked by Wall St. Rank hold IRBT as of Q3 2021.

  • Berman Capital Advisors reported no remaining iRobot position as of Q3 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 5 iRobot shares in Q3 2021.
  • Berman Capital Advisors first reported a position in iRobot in Q1 2020 and held it in 3 quarters.
  • Berman Capital Advisors's iRobot position peaked at $2K in Q1 2020.
  • 266 funds tracked by Wall St. Rank held iRobot as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.