SWP
IRBT

Stratos Wealth Partners’s iRobot IRBT Stock Holding History

Stratos 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
2018
Q4 		– Sell
-1,153
Closed -$127K – 1641
2018
Q3 		$127K Buy
+1,153
New +$108K 0.01% 1024
2018
Q2 		– Sell
-1,147
Closed -$74K – 1763
2018
Q1 		$74K Buy
1,147
+114
+11% +$8.58K ﹤0.01% 1360
2017
Q4 		$79K Buy
+1,033
New +$74.4K ﹤0.01% 1297

Other funds holding IRBT

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's IRBT Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iRobot (IRBT) in Q4 2018, closing a stake of 1,153 shares — an estimated $127K sold.

Stratos Wealth Partners first reported a position in IRBT in Q4 2017 and held it in 3 quarters. The position peaked at $127K in Q3 2018. 254 funds tracked by Wall St. Rank hold IRBT as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iRobot position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,153 iRobot shares in Q4 2018, an estimated $127K.
  • Stratos Wealth Partners first reported a position in iRobot in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's iRobot position peaked at $127K in Q3 2018.
  • 254 funds tracked by Wall St. Rank held iRobot as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.