JWS
IRBT

Juncture Wealth Strategies’s iRobot IRBT Stock Holding History

Juncture Wealth Strategies’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
2022
Q1 		– Sell
-4,310
Closed -$284K – 120
2021
Q4 		$284K Sell
4,310
-1,084
-20% -$85.7K 0.14% 109
2021
Q3 		$423K Buy
5,394
+1,361
+34% +$116K 0.22% 82
2021
Q2 		$355K Buy
4,033
+2,040
+102% +$209K 0.2% 86
2021
Q1 		$232K Buy
+1,993
New +$227K 0.15% 93
2019
Q3 		– Sell
-6,688
Closed -$613K – 105
2019
Q2 		$613K Buy
6,688
+836
+14% +$84.7K 0.49% 54
2019
Q1 		$689K Buy
5,852
+207
+4% +$22K 0.53% 48
2018
Q4 		$473K Buy
+5,645
New +$512K 0.32% 68

Other funds holding IRBT

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Juncture Wealth Strategies's IRBT Position: Q1 2022 in Review

Juncture Wealth Strategies sold out of iRobot (IRBT) in Q1 2022, closing a stake of 4,310 shares — an estimated $284K sold.

Juncture Wealth Strategies first reported a position in IRBT in Q4 2018 and held it in 7 quarters. The position peaked at $689K in Q1 2019. 243 funds tracked by Wall St. Rank hold IRBT as of Q1 2022.

  • Juncture Wealth Strategies reported no remaining iRobot position as of Q1 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 4,310 iRobot shares in Q1 2022, an estimated $284K.
  • Juncture Wealth Strategies first reported a position in iRobot in Q4 2018 and held it in 7 quarters.
  • Juncture Wealth Strategies's iRobot position peaked at $689K in Q1 2019.
  • 243 funds tracked by Wall St. Rank held iRobot as of Q1 2022.

Based on Juncture Wealth Strategies's 13F filing for Q1 2022, filed 14 Jul 2022.