JOYN Advisors’s iRobot IRBT Stock Holding History

JOYN 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
2019 Q1	–	Sell	-172	Closed	-$14K	–	725
2018 Q4	$14K	Sell	172 -22	-11%	-$1.99K	﹤0.01%	818
2018 Q3	$21K	Sell	194 -81	-29%	-$7.62K	﹤0.01%	670
2018 Q2	$21K	Sell	275 -1,058	-79%	-$70.3K	﹤0.01%	663
2018 Q1	$86K	Buy	+1,333	New	+$100K	0.02%	321

Other funds holding IRBT

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JOYN Advisors's IRBT Position: Q1 2019 in Review

JOYN Advisors sold out of iRobot (IRBT) in Q1 2019, closing a stake of 172 shares — an estimated $14K sold.

JOYN Advisors first reported a position in IRBT in Q1 2018 and held it in 4 quarters. The position peaked at $86K in Q1 2018. 296 funds tracked by Wall St. Rank hold IRBT as of Q1 2019.

JOYN Advisors reported no remaining iRobot position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 172 iRobot shares in Q1 2019, an estimated $14K.
JOYN Advisors first reported a position in iRobot in Q1 2018 and held it in 4 quarters.
JOYN Advisors's iRobot position peaked at $86K in Q1 2018.
296 funds tracked by Wall St. Rank held iRobot as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.