MSFP
IRBT

Mark Sheptoff Financial Planning’s iRobot IRBT Stock Holding History

Mark Sheptoff Financial Planning’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
-85
Closed -$7K – 385
2020
Q4 		$7K Buy
+85
New +$6.92K ﹤0.01% 288
2020
Q3 		– Sell
-1,345
Closed -$113K – 349
2020
Q2 		$113K Buy
+1,345
New +$88.6K 0.07% 113

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mark Sheptoff Financial Planning's IRBT Position: Q1 2021 in Review

Mark Sheptoff Financial Planning sold out of iRobot (IRBT) in Q1 2021, closing a stake of 85 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in IRBT in Q2 2020 and held it in 2 quarters. The position peaked at $113K in Q2 2020. 298 funds tracked by Wall St. Rank hold IRBT as of Q1 2021.

  • Mark Sheptoff Financial Planning reported no remaining iRobot position as of Q1 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 85 iRobot shares in Q1 2021, an estimated $7K.
  • Mark Sheptoff Financial Planning first reported a position in iRobot in Q2 2020 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's iRobot position peaked at $113K in Q2 2020.
  • 298 funds tracked by Wall St. Rank held iRobot as of Q1 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2021, filed 11 May 2021.