Orion Portfolio Solutions’s iRobot IRBT Stock Holding History

Orion Portfolio Solutions’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
2020 Q1	–	Sell	-104	Closed	-$5K	–	2086
2019 Q4	$5K	Buy	+104	New	+$5.22K	﹤0.01%	1256

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PAMU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Orion Portfolio Solutions's IRBT Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of iRobot (IRBT) in Q1 2020, closing a stake of 104 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in IRBT in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 242 funds tracked by Wall St. Rank hold IRBT as of Q1 2020.

Orion Portfolio Solutions reported no remaining iRobot position as of Q1 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 104 iRobot shares in Q1 2020, an estimated $5K.
Orion Portfolio Solutions first reported a position in iRobot in Q4 2019 and held it in 1 quarter.
Orion Portfolio Solutions's iRobot position peaked at $5K in Q4 2019.
242 funds tracked by Wall St. Rank held iRobot as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.