OIA
IRBT

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
2018
Q3 		– Sell
-2,000
Closed -$2K – 1065
2018
Q2 		$2K Buy
+2,000
New +$133K ﹤0.01% 1000

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 $97.9B AUM 20.73% 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

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.