OIA
IRBT

OneDigital Investment Advisors’s iRobot IRBT Stock Holding History

OneDigital Investment 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
Q2 		– Sell
-1,826
Closed -$223K – 763
2021
Q1 		$223K Buy
+1,826
New +$208K 0.01% 589
2018
Q3 		– Sell
-1,475
Closed -$112K – 1105
2018
Q2 		$112K Buy
1,475
+565
+62% +$37.5K 0.02% 314
2018
Q1 		$58K Buy
+910
New +$68.5K 0.01% 482

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

OneDigital Investment Advisors's IRBT Position: Q2 2021 in Review

OneDigital Investment Advisors sold out of iRobot (IRBT) in Q2 2021, closing a stake of 1,826 shares — an estimated $223K sold.

OneDigital Investment Advisors first reported a position in IRBT in Q1 2018 and held it in 3 quarters. The position peaked at $223K in Q1 2021. 290 funds tracked by Wall St. Rank hold IRBT as of Q2 2021.

  • OneDigital Investment Advisors reported no remaining iRobot position as of Q2 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,826 iRobot shares in Q2 2021, an estimated $223K.
  • OneDigital Investment Advisors first reported a position in iRobot in Q1 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's iRobot position peaked at $223K in Q1 2021.
  • 290 funds tracked by Wall St. Rank held iRobot as of Q2 2021.

Based on OneDigital Investment Advisors's 13F filing for Q2 2021, filed 9 Aug 2021.