HGWM
IRBT

Harvest Group Wealth Management’s iRobot IRBT Stock Holding History

Harvest Group Wealth 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
2019
Q4 		– Sell
-40
Closed -$2K – 994
2019
Q3 		$2K Buy
40
+9
+29% +$644 ﹤0.01% 708
2019
Q2 		$2K Buy
31
+10
+48% +$1.01K ﹤0.01% 548
2019
Q1 		$2K Buy
+21
New +$2.23K ﹤0.01% 632

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Harvest Group Wealth Management's IRBT Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of iRobot (IRBT) in Q4 2019, closing a stake of 40 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in IRBT in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 241 funds tracked by Wall St. Rank hold IRBT as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining iRobot position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 40 iRobot shares in Q4 2019, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in iRobot in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's iRobot position peaked at $2K in Q3 2019.
  • 241 funds tracked by Wall St. Rank held iRobot as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.