NFSG
IRBT

Newbridge Financial Services Group’s iRobot IRBT Stock Holding History

Newbridge Financial Services Group’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
-50
Closed -$4K – 1402
2020
Q4 		$4K Buy
+50
New +$4.07K ﹤0.01% 886

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

Newbridge Financial Services Group's IRBT Position: Q1 2021 in Review

Newbridge Financial Services Group sold out of iRobot (IRBT) in Q1 2021, closing a stake of 50 shares — an estimated $4K sold.

Newbridge Financial Services Group first reported a position in IRBT in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 298 funds tracked by Wall St. Rank hold IRBT as of Q1 2021.

  • Newbridge Financial Services Group reported no remaining iRobot position as of Q1 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 50 iRobot shares in Q1 2021, an estimated $4K.
  • Newbridge Financial Services Group first reported a position in iRobot in Q4 2020 and held it in 1 quarter.
  • Newbridge Financial Services Group's iRobot position peaked at $4K in Q4 2020.
  • 298 funds tracked by Wall St. Rank held iRobot as of Q1 2021.

Based on Newbridge Financial Services Group's 13F filing for Q1 2021, filed 7 Sep 2021.