VFA
IRBT

Valeo Financial Advisors’s iRobot IRBT Stock Holding History

Valeo Financial 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
2019
Q3 		– Sell
-110
Closed -$10K – 1617
2019
Q2 		$10K Sell
110
-2
-2% -$203 ﹤0.01% 1024
2019
Q1 		$13K Buy
+112
New +$11.9K ﹤0.01% 889

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Valeo Financial Advisors's IRBT Position: Q3 2019 in Review

Valeo Financial Advisors sold out of iRobot (IRBT) in Q3 2019, closing a stake of 110 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in IRBT in Q1 2019 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 232 funds tracked by Wall St. Rank hold IRBT as of Q3 2019.

  • Valeo Financial Advisors reported no remaining iRobot position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 110 iRobot shares in Q3 2019, an estimated $10K.
  • Valeo Financial Advisors first reported a position in iRobot in Q1 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's iRobot position peaked at $13K in Q1 2019.
  • 232 funds tracked by Wall St. Rank held iRobot as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.