JMPWA
IRBT

JP Morgan Private Wealth Advisors’s iRobot IRBT Stock Holding History

JP Morgan Private Wealth 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
2021
Q4 		– Sell
-2,577
Closed -$202K – 2020
2021
Q3 		$202K Hold
2,577
– – ﹤0.01% 1860
2021
Q2 		$241K Buy
2,577
+594
+30% +$60.9K ﹤0.01% 1763
2021
Q1 		$242K Buy
+1,983
New +$225K ﹤0.01% 1612
2019
Q2 		– Sell
-1,896
Closed -$223K – 1421
2019
Q1 		$223K Buy
+1,896
New +$202K ﹤0.01% 1340
2018
Q4 		– Sell
-1,896
Closed -$208K – 1528
2018
Q3 		$208K Buy
+1,896
New +$178K ﹤0.01% 1462
2016
Q2 		– Sell
-159,957
Closed -$5.65M – 1287
2016
Q1 		$5.65M Buy
159,957
+78,997
+98% +$2.57M 0.05% 237
2015
Q4 		$2.87M Buy
80,960
+109
+0.1% +$3.52K 0.03% 307
2015
Q3 		$2.36M Sell
80,851
-27
-0% -$821 0.03% 308
2015
Q2 		$2.58M Buy
80,878
+262
+0.3% +$8.59K 0.03% 320
2015
Q1 		$2.63M Buy
80,616
+43
+0.1% +$1.4K 0.03% 327
2014
Q4 		$2.8M Sell
80,573
-68
-0.1% -$2.33K 0.03% 322
2014
Q3 		$2.46M Buy
+80,641
New +$2.76M 0.03% 341

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IRBT Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of iRobot (IRBT) in Q4 2021, closing a stake of 2,577 shares — an estimated $202K sold.

JP Morgan Private Wealth Advisors first reported a position in IRBT in Q3 2014 and held it in 12 quarters. The position peaked at $5.65M in Q1 2016. 263 funds tracked by Wall St. Rank hold IRBT as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining iRobot position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,577 iRobot shares in Q4 2021, an estimated $202K.
  • JP Morgan Private Wealth Advisors first reported a position in iRobot in Q3 2014 and held it in 12 quarters.
  • JP Morgan Private Wealth Advisors's iRobot position peaked at $5.65M in Q1 2016.
  • 263 funds tracked by Wall St. Rank held iRobot as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.