Ropes Wealth Advisors’s iRobot IRBT Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-124	Closed	-$10K	–	503
2020 Q4	$10K	Buy	124 +24	+24%	+$1.95K	﹤0.01%	535
2020 Q3	$8K	Hold	100	–	–	﹤0.01%	531
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	463
2020 Q1	$4K	Sell	100 -250	-71%	-$12K	﹤0.01%	466
2019 Q4	$18K	Hold	350	–	–	﹤0.01%	430
2019 Q3	$22K	Sell	350 -1,000	-74%	-$71.6K	﹤0.01%	423
2019 Q2	$124K	Hold	1,350	–	–	0.03%	262
2019 Q1	$159K	Hold	1,350	–	–	0.04%	237
2018 Q4	$113K	Hold	1,350	–	–	0.03%	251
2018 Q3	$148K	Hold	1,350	–	–	0.04%	246
2018 Q2	$102K	Hold	1,350	–	–	0.03%	284
2018 Q1	$87K	Buy	1,350 +150	+13%	+$11.3K	0.02%	280
2017 Q4	$92K	Buy	1,200 +1,000	+500%	+$72K	0.02%	287
2017 Q3	$15K	Hold	200	–	–	﹤0.01%	455
2017 Q2	$17K	Hold	200	–	–	﹤0.01%	409
2017 Q1	$13K	Hold	200	–	–	﹤0.01%	436
2016 Q4	$12K	Hold	200	–	–	﹤0.01%	434
2016 Q3	$9K	Hold	200	–	–	﹤0.01%	417
2016 Q2	$7K	Hold	200	–	–	﹤0.01%	382
2016 Q1	$7K	Buy	+200	New	+$6.51K	﹤0.01%	343

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Ropes Wealth Advisors's IRBT Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iRobot (IRBT) in Q1 2021, closing a stake of 124 shares — an estimated $10K sold.

Ropes Wealth Advisors first reported a position in IRBT in Q1 2016 and held it in 20 quarters. The position peaked at $159K in Q1 2019. 298 funds tracked by Wall St. Rank hold IRBT as of Q1 2021.

Ropes Wealth Advisors reported no remaining iRobot position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 124 iRobot shares in Q1 2021, an estimated $10K.
Ropes Wealth Advisors first reported a position in iRobot in Q1 2016 and held it in 20 quarters.
Ropes Wealth Advisors's iRobot position peaked at $159K in Q1 2019.
298 funds tracked by Wall St. Rank held iRobot as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.