Optimum Investment Advisors’s iRobot IRBT Stock Holding History

Optimum 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	-300	Closed	-$37K	–	937
2021 Q1	$37K	Buy	+300	New	+$34.1K	0.01%	562
2019 Q4	–	Sell	-200	Closed	-$12K	–	979
2019 Q3	$12K	Hold	200	–	–	﹤0.01%	754
2019 Q2	$18K	Hold	200	–	–	0.01%	697
2019 Q1	$24K	Sell	200 -800	-80%	-$85.2K	0.01%	653
2018 Q4	$84K	Buy	1,000 +800	+400%	+$72.5K	0.03%	379
2018 Q3	$22K	Hold	200	–	–	0.01%	705
2018 Q2	$15K	Hold	200	–	–	﹤0.01%	790
2018 Q1	$13K	Buy	+200	New	+$15.1K	﹤0.01%	786
2015 Q1	$65K	Hold	2,000	–	–	0.02%	451
2014 Q4	$69K	Sell	2,000 -150	-7%	-$5.15K	0.02%	437
2014 Q3	$74K	Buy	2,150 +500	+30%	+$17.1K	0.02%	397
2014 Q2	$67K	Buy	1,650 +1,500	+1,000%	+$54.2K	0.02%	421
2014 Q1	$6K	Hold	150	–	–	﹤0.01%	648
2013 Q4	$5K	Hold	150	–	–	﹤0.01%	667
2013 Q3	$6K	Buy	+150	New	+$5.38K	﹤0.01%	623

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Optimum Investment Advisors sold out of iRobot (IRBT) in Q2 2021, closing a stake of 300 shares — an estimated $37K sold.

Optimum Investment Advisors first reported a position in IRBT in Q3 2013 and held it in 15 quarters. The position peaked at $84K in Q4 2018. 290 funds tracked by Wall St. Rank hold IRBT as of Q2 2021.

Optimum Investment Advisors reported no remaining iRobot position as of Q2 2021 after selling out during the quarter.
Optimum Investment Advisors sold 300 iRobot shares in Q2 2021, an estimated $37K.
Optimum Investment Advisors first reported a position in iRobot in Q3 2013 and held it in 15 quarters.
Optimum Investment Advisors's iRobot position peaked at $84K in Q4 2018.
290 funds tracked by Wall St. Rank held iRobot as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.