Walled Lake Planning & Wealth Management’s iRobot IRBT Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-1,060	Closed	-$83K	–	204
2021 Q3	$83K	Hold	1,060	–	–	0.05%	129
2021 Q2	$99K	Hold	1,060	–	–	0.06%	117
2021 Q1	$130K	Hold	1,060	–	–	0.09%	93
2020 Q4	$85K	Hold	1,060	–	–	0.06%	107
2020 Q3	$80K	Hold	1,060	–	–	0.06%	102
2020 Q2	$89K	Hold	1,060	–	–	0.07%	93
2020 Q1	$43K	Buy	1,060 +160	+18%	+$7.68K	0.04%	108
2019 Q4	$46K	Buy	+900	New	+$45.2K	0.03%	121

Other funds holding IRBT

BlackRock New York $6.73T AUM 46.02% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Walled Lake Planning & Wealth Management's IRBT Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of iRobot (IRBT) in Q4 2021, closing a stake of 1,060 shares — an estimated $83K sold.

Walled Lake Planning & Wealth Management first reported a position in IRBT in Q4 2019 and held it in 8 quarters. The position peaked at $130K in Q1 2021. 263 funds tracked by Wall St. Rank hold IRBT as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining iRobot position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 1,060 iRobot shares in Q4 2021, an estimated $83K.
Walled Lake Planning & Wealth Management first reported a position in iRobot in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's iRobot position peaked at $130K in Q1 2021.
263 funds tracked by Wall St. Rank held iRobot as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.