WAM
IRBT

Wealthspire Advisors (Maryland)’s iRobot IRBT Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-212
Closed -$25K – 1209
2019
Q1 		$25K Hold
212
– – ﹤0.01% 1187
2018
Q4 		$18K Buy
212
+7
+3% +$634 ﹤0.01% 1247
2018
Q3 		$23K Sell
205
-12
-6% -$1.13K ﹤0.01% 1253
2018
Q2 		$16K Buy
217
+19
+10% +$1.26K ﹤0.01% 1397
2018
Q1 		$13K Hold
198
– – ﹤0.01% 1460
2017
Q4 		$15K Buy
198
+65
+49% +$4.68K ﹤0.01% 1430
2017
Q3 		$10K Buy
133
+33
+33% +$3.02K ﹤0.01% 1576
2017
Q2 		$8K Buy
+100
New +$8.62K ﹤0.01% 1620
2016
Q2 		– Sell
-35
Closed -$1K – 1750
2016
Q1 		$1K Buy
+35
New +$1.14K ﹤0.01% 1651

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IRBT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iRobot (IRBT) in Q2 2019, closing a stake of 212 shares — an estimated $25K sold.

Wealthspire Advisors (Maryland) first reported a position in IRBT in Q1 2016 and held it in 9 quarters. The position peaked at $25K in Q1 2019. 254 funds tracked by Wall St. Rank hold IRBT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iRobot position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 212 iRobot shares in Q2 2019, an estimated $25K.
  • Wealthspire Advisors (Maryland) first reported a position in iRobot in Q1 2016 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s iRobot position peaked at $25K in Q1 2019.
  • 254 funds tracked by Wall St. Rank held iRobot as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.