Coastal Bridge Advisors’s iRobot IRBT Stock Holding History

Coastal Bridge 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 Q2	–	Sell	-3,049	Closed	-$373K	–	155
2021 Q1	$373K	Hold	3,049	–	–	0.07%	89
2020 Q4	$245K	Hold	3,049	–	–	0.05%	111
2020 Q3	$231K	Hold	3,049	–	–	0.07%	102
2020 Q2	$256K	Buy	+3,049	New	+$201K	0.08%	107
2019 Q3	–	Sell	-3,049	Closed	-$279K	–	156
2019 Q2	$279K	Hold	3,049	–	–	0.08%	97
2019 Q1	$359K	Hold	3,049	–	–	0.13%	86
2018 Q4	$255K	Hold	3,049	–	–	0.1%	101
2018 Q3	$335K	Hold	3,049	–	–	0.13%	89
2018 Q2	$231K	Buy	+3,049	New	+$203K	0.09%	111
2018 Q1	–	Sell	-3,049	Closed	-$244K	–	139
2017 Q4	$244K	Hold	3,049	–	–	0.08%	103
2017 Q3	$235K	Hold	3,049	–	–	0.08%	96
2017 Q2	$257K	Hold	3,049	–	–	0.09%	85
2017 Q1	$202K	Buy	+3,049	New	+$180K	0.07%	79

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Coastal Bridge Advisors's IRBT Position: Q2 2021 in Review

Coastal Bridge Advisors sold out of iRobot (IRBT) in Q2 2021, closing a stake of 3,049 shares — an estimated $373K sold.

Coastal Bridge Advisors first reported a position in IRBT in Q1 2017 and held it in 13 quarters. The position peaked at $373K in Q1 2021. 290 funds tracked by Wall St. Rank hold IRBT as of Q2 2021.

Coastal Bridge Advisors reported no remaining iRobot position as of Q2 2021 after selling out during the quarter.
Coastal Bridge Advisors sold 3,049 iRobot shares in Q2 2021, an estimated $373K.
Coastal Bridge Advisors first reported a position in iRobot in Q1 2017 and held it in 13 quarters.
Coastal Bridge Advisors's iRobot position peaked at $373K in Q1 2021.
290 funds tracked by Wall St. Rank held iRobot as of Q2 2021.

Based on Coastal Bridge Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.