CIAS
IRBT

Capital Investment Advisory Services’s iRobot IRBT Stock Holding History

Capital Investment 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
2019
Q4 		– Sell
-466
Closed -$29K – 909
2019
Q3 		$29K Hold
466
– – 0.01% 695
2019
Q2 		$43K Hold
466
– – 0.01% 587
2019
Q1 		$55K Hold
466
– – 0.02% 463
2018
Q4 		$39K Buy
+466
New +$42.2K 0.02% 504

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capital Investment Advisory Services's IRBT Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of iRobot (IRBT) in Q4 2019, closing a stake of 466 shares — an estimated $29K sold.

Capital Investment Advisory Services first reported a position in IRBT in Q4 2018 and held it in 4 quarters. The position peaked at $55K in Q1 2019. 241 funds tracked by Wall St. Rank hold IRBT as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining iRobot position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 466 iRobot shares in Q4 2019, an estimated $29K.
  • Capital Investment Advisory Services first reported a position in iRobot in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's iRobot position peaked at $55K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held iRobot as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.