WAP
IRBT

Wealthcare Advisory Partners’s iRobot IRBT Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-10
Closed -$1K – 1198
2021
Q1 		$1K Buy
+10
New +$1.14K ﹤0.01% 1990
2020
Q2 		– Sell
-60
Closed -$2K – 853
2020
Q1 		$2K Hold
60
– – ﹤0.01% 1299
2019
Q4 		$3K Hold
60
– – ﹤0.01% 1201
2019
Q3 		$4K Buy
60
+20
+50% +$1.43K ﹤0.01% 1109
2019
Q2 		$4K Hold
40
– – ﹤0.01% 1099
2019
Q1 		$5K Hold
40
– – ﹤0.01% 970
2018
Q4 		$3K Hold
40
– – ﹤0.01% 1031
2018
Q3 		$4K Hold
40
– – ﹤0.01% 1032
2018
Q2 		$3K Buy
+40
New +$2.66K ﹤0.01% 1074

Other funds holding IRBT

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealthcare Advisory Partners's IRBT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iRobot (IRBT) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in IRBT in Q2 2018 and held it in 9 quarters. The position peaked at $5K in Q1 2019. 290 funds tracked by Wall St. Rank hold IRBT as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining iRobot position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10 iRobot shares in Q2 2021, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in iRobot in Q2 2018 and held it in 9 quarters.
  • Wealthcare Advisory Partners's iRobot position peaked at $5K in Q1 2019.
  • 290 funds tracked by Wall St. Rank held iRobot as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.