IFAM
IRBT

Institutional & Family Asset Management’s iRobot IRBT Stock Holding History

Institutional & Family 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
2021
Q1 		– Sell
-3
Closed – – 963
2020
Q4 		$0 Hold
3
– – ﹤0.01% 898
2020
Q3 		$0 Hold
3
– – ﹤0.01% 865
2020
Q2 		$0 Hold
3
– – ﹤0.01% 874
2020
Q1 		$0 Hold
3
– – ﹤0.01% 867
2019
Q4 		$0 Hold
3
– – ﹤0.01% 874
2019
Q3 		$0 Buy
+3
New +$215 ﹤0.01% 857

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Institutional & Family Asset Management's IRBT Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of iRobot (IRBT) in Q1 2021, closing a stake of 3 shares.

Institutional & Family Asset Management first reported a position in IRBT in Q3 2019 and held it in 6 quarters. The position peaked at $0 in Q4 2020. 298 funds tracked by Wall St. Rank hold IRBT as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining iRobot position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 3 iRobot shares in Q1 2021.
  • Institutional & Family Asset Management first reported a position in iRobot in Q3 2019 and held it in 6 quarters.
  • Institutional & Family Asset Management's iRobot position peaked at $0 in Q4 2020.
  • 298 funds tracked by Wall St. Rank held iRobot as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.