RIA
IRBT

Realta Investment Advisors’s iRobot IRBT Stock Holding History

Realta 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
2020
Q1 		– Sell
-50
Closed -$2K – 842
2019
Q4 		$2K Hold
50
– – ﹤0.01% 1478
2019
Q3 		$3K Hold
50
– – ﹤0.01% 1437
2019
Q2 		$5K Hold
50
– – ﹤0.01% 1368
2019
Q1 		$6K Buy
+50
New +$5.32K ﹤0.01% 1029

Other funds holding IRBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $481B AUM 30.42% 1-Year Est. Return

Realta Investment Advisors's IRBT Position: Q1 2020 in Review

Realta Investment Advisors sold out of iRobot (IRBT) in Q1 2020, closing a stake of 50 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in IRBT in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q1 2019. 242 funds tracked by Wall St. Rank hold IRBT as of Q1 2020.

  • Realta Investment Advisors reported no remaining iRobot position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 50 iRobot shares in Q1 2020, an estimated $2K.
  • Realta Investment Advisors first reported a position in iRobot in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's iRobot position peaked at $6K in Q1 2019.
  • 242 funds tracked by Wall St. Rank held iRobot as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.