FGAM
IRBT

Financial Gravity Asset Management’s iRobot IRBT Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-4
Closed -$154 – 439
2020
Q1 		$154 Sell
4
-11
-73% -$528 ﹤0.01% 800
2019
Q4 		$51K Sell
15
-2
-12% -$100 0.04% 637
2019
Q3 		$1K Hold
17
– – ﹤0.01% 1045
2019
Q2 		$2K Sell
17
-12
-41% -$1.22K ﹤0.01% 911
2019
Q1 		$3K Buy
+29
New +$3.09K ﹤0.01% 839
2018
Q3 		$8K Sell
103
-26
-20% -$2.45K 0.01% 623
2018
Q2 		$11K Buy
129
+33
+34% +$2.19K 0.01% 548
2018
Q1 		$6K Buy
+96
New +$7.22K 0.01% 676

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Financial Gravity Asset Management's IRBT Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of iRobot (IRBT) in Q2 2020, closing a stake of 4 shares — an estimated $154 sold.

Financial Gravity Asset Management first reported a position in IRBT in Q1 2018 and held it in 8 quarters. The position peaked at $51K in Q4 2019. 272 funds tracked by Wall St. Rank hold IRBT as of Q2 2020.

  • Financial Gravity Asset Management reported no remaining iRobot position as of Q2 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 iRobot shares in Q2 2020, an estimated $154.
  • Financial Gravity Asset Management first reported a position in iRobot in Q1 2018 and held it in 8 quarters.
  • Financial Gravity Asset Management's iRobot position peaked at $51K in Q4 2019.
  • 272 funds tracked by Wall St. Rank held iRobot as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.