Lake Point Wealth Management’s iRobot IRBT Stock Holding History

Lake Point 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
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	382
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	385
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	391
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	317
2021 Q2	$2K	Buy	+20	New	+$2.05K	﹤0.01%	334
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	329
2019 Q4	$1K	Buy	+20	New	+$1K	﹤0.01%	563
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	539
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	537
2018 Q4	$2K	Buy	+20	New	+$1.81K	﹤0.01%	677

Other funds holding IRBT

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Lake Point Wealth Management's IRBT Position: Q2 2022 in Review

Lake Point Wealth Management held its iRobot (IRBT) position steady in Q2 2022 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Lake Point Wealth Management first reported a position in IRBT in Q4 2018 and has held it in 10 quarters since. The position peaked at $2K in Q3 2021. 220 funds tracked by Wall St. Rank hold IRBT as of Q2 2022.

Lake Point Wealth Management held 20 shares of iRobot worth $1K as of Q2 2022.
Lake Point Wealth Management left its iRobot share count unchanged in Q2 2022.
iRobot made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #382 holding.
Lake Point Wealth Management first reported a position in iRobot in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's iRobot position peaked at $2K in Q3 2021.
220 funds tracked by Wall St. Rank held iRobot as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.