Creative Planning
IRBT

Creative Planning’s iRobot IRBT Stock Holding History

Creative Planning’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
-2,616
Closed -$205K – 2154
2021
Q3 		$205K Sell
2,616
-657
-20% -$56K ﹤0.01% 1848
2021
Q2 		$306K Sell
3,273
-199
-6% -$20.4K ﹤0.01% 1553
2021
Q1 		$424K Buy
3,472
+344
+11% +$39.1K ﹤0.01% 1548
2020
Q4 		$251K Sell
3,128
-129
-4% -$10.5K ﹤0.01% 1736
2020
Q3 		$247K Sell
3,257
-84
-3% -$6.47K ﹤0.01% 1555
2020
Q2 		$280K Buy
+3,341
New +$220K ﹤0.01% 1351
2019
Q2 		– Sell
-2,332
Closed -$274K – 2063
2019
Q1 		$274K Buy
+2,332
New +$248K ﹤0.01% 1376
2017
Q4 		– Sell
-2,933
Closed -$226K – 1954
2017
Q3 		$226K Buy
2,933
+1,616
+123% +$148K ﹤0.01% 1506
2017
Q2 		$111K Buy
1,317
+162
+14% +$14K ﹤0.01% 1914
2017
Q1 		$76K Buy
1,155
+76
+7% +$4.5K ﹤0.01% 2143
2016
Q4 		$63K Buy
1,079
+118
+12% +$6.16K ﹤0.01% 2202
2016
Q3 		$42K Buy
961
+344
+56% +$13.5K ﹤0.01% 2503
2016
Q2 		$22K Buy
617
+16
+3% +$587 ﹤0.01% 2725
2016
Q1 		$21K Sell
601
-83
-12% -$2.7K ﹤0.01% 2721
2015
Q4 		$24K Sell
684
-117
-15% -$3.78K ﹤0.01% 2709
2015
Q3 		$23K Buy
+801
New +$24.4K ﹤0.01% 2623
2015
Q2 		– Sell
-360
Closed -$12K – 2026
2015
Q1 		$12K Sell
360
-55
-13% -$1.78K ﹤0.01% 3080
2014
Q4 		$14K Buy
415
+115
+38% +$3.95K ﹤0.01% 2913
2014
Q3 		$9K Sell
300
-200
-40% -$6.85K ﹤0.01% 3000
2014
Q2 		$20K Buy
500
+100
+25% +$3.62K ﹤0.01% 2484
2014
Q1 		$16K Buy
400
+300
+300% +$12K ﹤0.01% 2510
2013
Q4 		$3K Sell
100
-220
-69% -$7.5K ﹤0.01% 3004
2013
Q3 		$12K Buy
320
+220
+220% +$7.89K ﹤0.01% 2354
2013
Q2 		$4K Buy
+100
New +$3.12K ﹤0.01% 2620

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Creative Planning's IRBT Position: Q4 2021 in Review

Creative Planning sold out of iRobot (IRBT) in Q4 2021, closing a stake of 2,616 shares — an estimated $205K sold.

Creative Planning first reported a position in IRBT in Q2 2013 and held it in 24 quarters. The position peaked at $424K in Q1 2021. 263 funds tracked by Wall St. Rank hold IRBT as of Q4 2021.

  • Creative Planning reported no remaining iRobot position as of Q4 2021 after selling out during the quarter.
  • Creative Planning sold 2,616 iRobot shares in Q4 2021, an estimated $205K.
  • Creative Planning first reported a position in iRobot in Q2 2013 and held it in 24 quarters.
  • Creative Planning's iRobot position peaked at $424K in Q1 2021.
  • 263 funds tracked by Wall St. Rank held iRobot as of Q4 2021.

Based on Creative Planning's 13F filing for Q4 2021, filed 11 Feb 2022.