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
2014 Q3	–	Sell	-22,000	Closed	-$140K	–	4076
2014 Q2	$140K	Buy	+22,000	New	+$795K	﹤0.01%	1224

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

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

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

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.