TCI Wealth Advisors’s iRobot IRBT Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-4	Closed	-$175	–	1187
2023 Q1	$175	Hold	4	–	–	﹤0.01%	2352
2022 Q4	$193	Hold	4	–	–	﹤0.01%	2339
2022 Q3	$0	Hold	4	–	–	﹤0.01%	2415
2022 Q2	$0	Sell	4 -16	-80%	-$773	﹤0.01%	2390
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	2111
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	2207
2021 Q3	$2K	Sell	20 -27	-57%	-$2.3K	﹤0.01%	2137
2021 Q2	$4K	Sell	47 -9	-16%	-$923	﹤0.01%	1585
2021 Q1	$7K	Buy	56 +36	+180%	+$4.09K	﹤0.01%	1057
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	1223
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	1124
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	1071
2020 Q1	$1K	Buy	+20	New	+$960	﹤0.01%	1262
2019 Q3	–	Sell	-13	Closed	-$1K	–	1556
2019 Q2	$1K	Buy	+13	New	+$1.32K	﹤0.01%	1222
2018 Q2	–	Sell	-15	Closed	-$1K	–	1548
2018 Q1	$1K	Buy	+15	New	+$1.13K	﹤0.01%	1162
2017 Q4	–	Sell	-9	Closed	-$1K	–	1391
2017 Q3	$1K	Hold	9	–	–	﹤0.01%	1136
2017 Q2	$1K	Buy	+9	New	+$776	﹤0.01%	1152

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCI Wealth Advisors's IRBT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iRobot (IRBT) in Q2 2023, closing a stake of 4 shares — an estimated $175 sold.

TCI Wealth Advisors first reported a position in IRBT in Q2 2017 and held it in 17 quarters. The position peaked at $7K in Q1 2021. 210 funds tracked by Wall St. Rank hold IRBT as of Q2 2023.

TCI Wealth Advisors reported no remaining iRobot position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 4 iRobot shares in Q2 2023, an estimated $175.
TCI Wealth Advisors first reported a position in iRobot in Q2 2017 and held it in 17 quarters.
TCI Wealth Advisors's iRobot position peaked at $7K in Q1 2021.
210 funds tracked by Wall St. Rank held iRobot as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.