PMFA
IRBT

Plante Moran Financial Advisors’s iRobot IRBT Stock Holding History

Plante Moran Financial 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
2020
Q2 		– Sell
-1,000
Closed -$41K – 804
2020
Q1 		$41K Buy
+1,000
New +$48K 0.02% 280
2017
Q4 		– Sell
-14
Closed -$1K – 902
2017
Q3 		$1K Buy
+14
New +$1.28K ﹤0.01% 771

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Plante Moran Financial Advisors's IRBT Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of iRobot (IRBT) in Q2 2020, closing a stake of 1,000 shares — an estimated $41K sold.

Plante Moran Financial Advisors first reported a position in IRBT in Q3 2017 and held it in 2 quarters. The position peaked at $41K in Q1 2020. 272 funds tracked by Wall St. Rank hold IRBT as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining iRobot position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,000 iRobot shares in Q2 2020, an estimated $41K.
  • Plante Moran Financial Advisors first reported a position in iRobot in Q3 2017 and held it in 2 quarters.
  • Plante Moran Financial Advisors's iRobot position peaked at $41K in Q1 2020.
  • 272 funds tracked by Wall St. Rank held iRobot as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.