CFA
IRBT

Cahill Financial Advisors’s iRobot IRBT Stock Holding History

Cahill Financial 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
Q4 		– Sell
-59
Closed -$5K – 486
2021
Q3 		$5K Buy
+59
New +$5.03K ﹤0.01% 677
2017
Q3 		– Sell
-2,875
Closed -$242K – 139
2017
Q2 		$242K Sell
2,875
-600
-17% -$51.7K 0.13% 124
2017
Q1 		$230K Sell
3,475
-75
-2% -$4.44K 0.13% 120
2016
Q4 		$208K Buy
+3,550
New +$185K 0.13% 122

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Cahill Financial Advisors's IRBT Position: Q4 2021 in Review

Cahill Financial Advisors sold out of iRobot (IRBT) in Q4 2021, closing a stake of 59 shares — an estimated $5K sold.

Cahill Financial Advisors first reported a position in IRBT in Q4 2016 and held it in 4 quarters. The position peaked at $242K in Q2 2017. 263 funds tracked by Wall St. Rank hold IRBT as of Q4 2021.

  • Cahill Financial Advisors reported no remaining iRobot position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 59 iRobot shares in Q4 2021, an estimated $5K.
  • Cahill Financial Advisors first reported a position in iRobot in Q4 2016 and held it in 4 quarters.
  • Cahill Financial Advisors's iRobot position peaked at $242K in Q2 2017.
  • 263 funds tracked by Wall St. Rank held iRobot as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.