Sigma Planning Corp’s iRobot IRBT Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-4,884	Closed	-$456K	–	1438
2021 Q2	$456K	Buy	4,884 +3,134	+179%	+$321K	0.01%	868
2021 Q1	$214K	Buy	+1,750	New	+$199K	0.01%	1173

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

PAMS

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sigma Planning Corp's IRBT Position: Q3 2021 in Review

Sigma Planning Corp sold out of iRobot (IRBT) in Q3 2021, closing a stake of 4,884 shares — an estimated $456K sold.

Sigma Planning Corp first reported a position in IRBT in Q1 2021 and held it in 2 quarters. The position peaked at $456K in Q2 2021. 266 funds tracked by Wall St. Rank hold IRBT as of Q3 2021.

Sigma Planning Corp reported no remaining iRobot position as of Q3 2021 after selling out during the quarter.
Sigma Planning Corp sold 4,884 iRobot shares in Q3 2021, an estimated $456K.
Sigma Planning Corp first reported a position in iRobot in Q1 2021 and held it in 2 quarters.
Sigma Planning Corp's iRobot position peaked at $456K in Q2 2021.
266 funds tracked by Wall St. Rank held iRobot as of Q3 2021.

Based on Sigma Planning Corp's 13F filing for Q3 2021, filed 28 Oct 2021.