RFA
IRBT

Reilly Financial Advisors’s iRobot IRBT Stock Holding History

Reilly 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
-25
Closed -$1K – 928
2020
Q1 		$1K Buy
+25
New +$1.2K ﹤0.01% 839
2019
Q2 		– Sell
-200
Closed -$24K – 982
2019
Q1 		$24K Hold
200
– – ﹤0.01% 488
2018
Q4 		$17K Hold
200
– – ﹤0.01% 529
2018
Q3 		$22K Hold
200
– – ﹤0.01% 530
2018
Q2 		$15K Hold
200
– – ﹤0.01% 580
2018
Q1 		$13K Buy
200
+100
+100% +$7.53K ﹤0.01% 590
2017
Q4 		$8K Buy
+100
New +$7.2K ﹤0.01% 696
2014
Q3 		– Sell
-100
Closed -$4K – 846
2014
Q2 		$4K Hold
100
– – ﹤0.01% 707
2014
Q1 		$4K Sell
100
-300
-75% -$12K ﹤0.01% 697
2013
Q4 		$14K Buy
+400
New +$13.6K ﹤0.01% 464

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Reilly Financial Advisors's IRBT Position: Q2 2020 in Review

Reilly Financial Advisors sold out of iRobot (IRBT) in Q2 2020, closing a stake of 25 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in IRBT in Q4 2013 and held it in 10 quarters. The position peaked at $24K in Q1 2019. 272 funds tracked by Wall St. Rank hold IRBT as of Q2 2020.

  • Reilly Financial Advisors reported no remaining iRobot position as of Q2 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 25 iRobot shares in Q2 2020, an estimated $1K.
  • Reilly Financial Advisors first reported a position in iRobot in Q4 2013 and held it in 10 quarters.
  • Reilly Financial Advisors's iRobot position peaked at $24K in Q1 2019.
  • 272 funds tracked by Wall St. Rank held iRobot as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.