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Aevitas Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Aevitas Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3
Closed -$1K – 429
2018
Q3 		$1K Buy
+3
New +$533 ﹤0.01% 436
2018
Q2 		– Sell
-3
Closed – – 456
2018
Q1 		$0 Hold
3
– – ﹤0.01% 456
2017
Q4 		$0 Buy
+3
New +$375 ﹤0.01% 442

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Aevitas Wealth Management's ISRG Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Intuitive Surgical (ISRG) in Q4 2018, closing a stake of 3 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in ISRG in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Intuitive Surgical position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 3 Intuitive Surgical shares in Q4 2018, an estimated $1K.
  • Aevitas Wealth Management first reported a position in Intuitive Surgical in Q4 2017 and held it in 3 quarters.
  • Aevitas Wealth Management's Intuitive Surgical position peaked at $1K in Q3 2018.
  • 938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.