Capital Advisory Group Advisory Services’s iRobot IRBT Stock Holding History

Capital Advisory Group Advisory Services’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	-15	Closed	-$1K	–	320
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	523
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	518
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	481
2020 Q4	$1K	Buy	+15	New	+$1.22K	﹤0.01%	508

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

Capital Advisory Group Advisory Services's IRBT Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of iRobot (IRBT) in Q4 2021, closing a stake of 15 shares — an estimated $1K sold.

Capital Advisory Group Advisory Services first reported a position in IRBT in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 263 funds tracked by Wall St. Rank hold IRBT as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining iRobot position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 15 iRobot shares in Q4 2021, an estimated $1K.
Capital Advisory Group Advisory Services first reported a position in iRobot in Q4 2020 and held it in 4 quarters.
Capital Advisory Group Advisory Services's iRobot position peaked at $2K in Q1 2021.
263 funds tracked by Wall St. Rank held iRobot as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.