SFPG
IRBT

Stonebridge Financial Planning Group’s iRobot IRBT Stock Holding History

Stonebridge Financial Planning Group’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
Q4 		– Sell
-110
Closed -$11K – 413
2021
Q3 		$11K Hold
110
– – 0.01% 332
2021
Q2 		$10K Hold
110
– – 0.01% 353
2021
Q1 		$12K Hold
110
– – 0.01% 345
2020
Q4 		$9K Hold
110
– – 0.01% 333
2020
Q3 		$10K Sell
110
-40
-27% -$3.08K 0.01% 319
2020
Q2 		$13K Hold
150
– – 0.01% 287
2020
Q1 		$7K Hold
150
– – 0.01% 336
2019
Q4 		$8K Buy
+150
New +$7.53K 0.01% 305

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Stonebridge Financial Planning Group's IRBT Position: Q4 2021 in Review

Stonebridge Financial Planning Group sold out of iRobot (IRBT) in Q4 2021, closing a stake of 110 shares — an estimated $11K sold.

Stonebridge Financial Planning Group first reported a position in IRBT in Q4 2019 and held it in 8 quarters. The position peaked at $13K in Q2 2020. 263 funds tracked by Wall St. Rank hold IRBT as of Q4 2021.

  • Stonebridge Financial Planning Group reported no remaining iRobot position as of Q4 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 110 iRobot shares in Q4 2021, an estimated $11K.
  • Stonebridge Financial Planning Group first reported a position in iRobot in Q4 2019 and held it in 8 quarters.
  • Stonebridge Financial Planning Group's iRobot position peaked at $13K in Q2 2020.
  • 263 funds tracked by Wall St. Rank held iRobot as of Q4 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2021, filed 2 Feb 2022.