WWMSC
IRBT

Wagner Wealth Management (South Carolina)’s iRobot IRBT Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		$55K Hold
500
– – 0.04% 244
2018
Q2 		$38K Hold
500
– – 0.03% 255
2018
Q1 		$32K Hold
500
– – 0.02% 252
2017
Q4 		$41K Buy
+500
New +$36K 0.03% 232

Other funds holding IRBT

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IRBT Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its iRobot (IRBT) position steady in Q3 2018 at 500 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #244.

Wagner Wealth Management (South Carolina) first reported a position in IRBT in Q4 2017 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold IRBT as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 500 shares of iRobot worth $55K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its iRobot share count unchanged in Q3 2018.
  • iRobot made up 0.04% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #244 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iRobot in Q4 2017 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held iRobot as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.