Paragon Wealth Strategies’s iRobot IRBT Stock Holding History

Paragon Wealth Strategies’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 Q3	–	Sell	-8	Closed	-$1K	–	156
2021 Q2	$1K	Buy	+8	New	+$820	﹤0.01%	280

Other funds holding IRBT

BlackRock New York $6.73T AUM 46.02% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paragon Wealth Strategies's IRBT Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of iRobot (IRBT) in Q3 2021, closing a stake of 8 shares — an estimated $1K sold.

Paragon Wealth Strategies first reported a position in IRBT in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 266 funds tracked by Wall St. Rank hold IRBT as of Q3 2021.

Paragon Wealth Strategies reported no remaining iRobot position as of Q3 2021 after selling out during the quarter.
Paragon Wealth Strategies sold 8 iRobot shares in Q3 2021, an estimated $1K.
Paragon Wealth Strategies first reported a position in iRobot in Q2 2021 and held it in 1 quarter.
Paragon Wealth Strategies's iRobot position peaked at $1K in Q2 2021.
266 funds tracked by Wall St. Rank held iRobot as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.