CWP
IRBT

Concord Wealth Partners’s iRobot IRBT Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-23
Closed -$1K – 1300
2022
Q1 		$1K Sell
23
-22
-49% -$1.39K ﹤0.01% 1211
2021
Q4 		$3K Sell
45
-14
-24% -$1.11K ﹤0.01% 1060
2021
Q3 		$5K Sell
59
-67
-53% -$5.71K ﹤0.01% 583
2021
Q2 		$12K Buy
+126
New +$12.9K ﹤0.01% 595

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Concord Wealth Partners's IRBT Position: Q2 2022 in Review

Concord Wealth Partners sold out of iRobot (IRBT) in Q2 2022, closing a stake of 23 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in IRBT in Q2 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 220 funds tracked by Wall St. Rank hold IRBT as of Q2 2022.

  • Concord Wealth Partners reported no remaining iRobot position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 23 iRobot shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in iRobot in Q2 2021 and held it in 4 quarters.
  • Concord Wealth Partners's iRobot position peaked at $12K in Q2 2021.
  • 220 funds tracked by Wall St. Rank held iRobot as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.