FGC
IRBT

Financial Gravity Companies’s iRobot IRBT Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$7K Buy
+80
New +$7.25K 0.01% 650
2018
Q1 		$6K Buy
96
+14
+17% +$1.05K 0.01% 676
2017
Q4 		$7K Buy
+82
New +$5.91K 0.01% 638

Other funds holding IRBT

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Companies's IRBT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in iRobot (IRBT) in Q4 2018: 80 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #650 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IRBT as recently as Q1 2018.

Financial Gravity Companies first reported a position in IRBT in Q4 2017 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold IRBT as of Q4 2018.

  • Financial Gravity Companies held 80 shares of iRobot worth $7K as of Q4 2018.
  • iRobot was a new Financial Gravity Companies position in Q4 2018.
  • iRobot made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #650 holding.
  • Financial Gravity Companies first reported a position in iRobot in Q4 2017 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held iRobot as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.