EWA
IRBT

Evolution Wealth Advisors’s iRobot IRBT Stock Holding History

Evolution Wealth 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
2020
Q1 		– Sell
-1,100
Closed -$56K – 482
2019
Q4 		$56K Buy
1,100
+1,000
+1,000% +$50.2K 0.01% 139
2019
Q3 		$6K Buy
+100
New +$7.16K ﹤0.01% 251

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evolution Wealth Advisors's IRBT Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of iRobot (IRBT) in Q1 2020, closing a stake of 1,100 shares — an estimated $56K sold.

Evolution Wealth Advisors first reported a position in IRBT in Q3 2019 and held it in 2 quarters. The position peaked at $56K in Q4 2019. 242 funds tracked by Wall St. Rank hold IRBT as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining iRobot position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,100 iRobot shares in Q1 2020, an estimated $56K.
  • Evolution Wealth Advisors first reported a position in iRobot in Q3 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's iRobot position peaked at $56K in Q4 2019.
  • 242 funds tracked by Wall St. Rank held iRobot as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.