SWP
IRBT

Strategic Wealth Partners’s iRobot IRBT Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-43
Closed -$2 – 307
2019
Q3 		$2 Hold
43
– – ﹤0.01% 690
2019
Q2 		$3K Hold
43
– – ﹤0.01% 676
2019
Q1 		$5K Hold
43
– – ﹤0.01% 631
2018
Q4 		$4K Hold
43
– – ﹤0.01% 590
2018
Q3 		$5K Hold
43
– – ﹤0.01% 558
2018
Q2 		$3K Hold
43
– – ﹤0.01% 670
2018
Q1 		$3K Hold
43
– – ﹤0.01% 688
2017
Q4 		$3K Buy
+43
New +$3.1K ﹤0.01% 666

Other funds holding IRBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Strategic Wealth Partners's IRBT Position: Q4 2019 in Review

Strategic Wealth Partners sold out of iRobot (IRBT) in Q4 2019, closing a stake of 43 shares — an estimated $2 sold.

Strategic Wealth Partners first reported a position in IRBT in Q4 2017 and held it in 8 quarters. The position peaked at $5K in Q1 2019. 241 funds tracked by Wall St. Rank hold IRBT as of Q4 2019.

  • Strategic Wealth Partners reported no remaining iRobot position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 43 iRobot shares in Q4 2019, an estimated $2.
  • Strategic Wealth Partners first reported a position in iRobot in Q4 2017 and held it in 8 quarters.
  • Strategic Wealth Partners's iRobot position peaked at $5K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held iRobot as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.