RPg Family Wealth Advisory’s iRobot IRBT Stock Holding History

RPg Family Wealth Advisory’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
2022 Q2	–	Sell	-246	Closed	-$15.6K	–	200
2022 Q1	$15.6K	Hold	246	–	–	0.01%	233
2021 Q4	$16.2K	Hold	246	–	–	0.01%	243
2021 Q3	$19.3K	Hold	246	–	–	0.01%	230
2021 Q2	$23K	Buy	+246	New	+$25.2K	0.01%	212
2020 Q4	$27.3K	Hold	340	–	–	0.01%	198
2020 Q3	$25.8K	Hold	340	–	–	0.01%	201
2020 Q2	$28.5K	Sell	340 -199	-37%	-$13.1K	0.02%	196
2020 Q1	$22K	Buy	+539	New	+$25.9K	0.02%	183
2019 Q3	–	Sell	-119	Closed	-$10.9K	–	299
2019 Q2	$10.9K	Hold	119	–	–	0.01%	270
2019 Q1	$14K	Buy	+119	New	+$12.7K	0.01%	261

Other funds holding IRBT

BlackRock New York $6.73T AUM 46.02% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

RPg Family Wealth Advisory's IRBT Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of iRobot (IRBT) in Q2 2022, closing a stake of 246 shares — an estimated $15.6K sold.

RPg Family Wealth Advisory first reported a position in IRBT in Q1 2019 and held it in 10 quarters. The position peaked at $28.5K in Q2 2020. 220 funds tracked by Wall St. Rank hold IRBT as of Q2 2022.

RPg Family Wealth Advisory reported no remaining iRobot position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 246 iRobot shares in Q2 2022, an estimated $15.6K.
RPg Family Wealth Advisory first reported a position in iRobot in Q1 2019 and held it in 10 quarters.
RPg Family Wealth Advisory's iRobot position peaked at $28.5K in Q2 2020.
220 funds tracked by Wall St. Rank held iRobot as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.