Clearstead Advisors’s iRobot IRBT Stock Holding History

Clearstead 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
2022 Q1	–	Sell	-20	Closed	-$1K	–	1419
2021 Q4	$1K	Buy	+20	New	+$1.58K	﹤0.01%	1187

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearstead Advisors's IRBT Position: Q1 2022 in Review

Clearstead Advisors sold out of iRobot (IRBT) in Q1 2022, closing a stake of 20 shares — an estimated $1K sold.

Clearstead Advisors first reported a position in IRBT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 243 funds tracked by Wall St. Rank hold IRBT as of Q1 2022.

Clearstead Advisors reported no remaining iRobot position as of Q1 2022 after selling out during the quarter.
Clearstead Advisors sold 20 iRobot shares in Q1 2022, an estimated $1K.
Clearstead Advisors first reported a position in iRobot in Q4 2021 and held it in 1 quarter.
Clearstead Advisors's iRobot position peaked at $1K in Q4 2021.
243 funds tracked by Wall St. Rank held iRobot as of Q1 2022.

Based on Clearstead Advisors's 13F filing for Q1 2022, filed 4 May 2022.