PWPS
IRBT

Pinnacle Wealth Planning Services’s iRobot IRBT Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-1,659
Closed -$133K – 1130
2020
Q4 		$133K Buy
+1,659
New +$135K 0.03% 376

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

Pinnacle Wealth Planning Services's IRBT Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of iRobot (IRBT) in Q1 2021, closing a stake of 1,659 shares — an estimated $133K sold.

Pinnacle Wealth Planning Services first reported a position in IRBT in Q4 2020 and held it in 1 quarter. The position peaked at $133K in Q4 2020. 298 funds tracked by Wall St. Rank hold IRBT as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining iRobot position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 1,659 iRobot shares in Q1 2021, an estimated $133K.
  • Pinnacle Wealth Planning Services first reported a position in iRobot in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's iRobot position peaked at $133K in Q4 2020.
  • 298 funds tracked by Wall St. Rank held iRobot as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.