SFS
IRBT

Sowell Financial Services’s iRobot IRBT Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-51
Closed -$5K – 1601
2021
Q1 		$5K Sell
51
-49
-49% -$5.57K ﹤0.01% 2603
2020
Q4 		$8K Hold
100
– – ﹤0.01% 2110
2020
Q3 		$8K Buy
+100
New +$7.71K ﹤0.01% 1869

Other funds holding IRBT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Sowell Financial Services's IRBT Position: Q2 2021 in Review

Sowell Financial Services sold out of iRobot (IRBT) in Q2 2021, closing a stake of 51 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in IRBT in Q3 2020 and held it in 3 quarters. The position peaked at $8K in Q4 2020. 290 funds tracked by Wall St. Rank hold IRBT as of Q2 2021.

  • Sowell Financial Services reported no remaining iRobot position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 51 iRobot shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in iRobot in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's iRobot position peaked at $8K in Q4 2020.
  • 290 funds tracked by Wall St. Rank held iRobot as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.