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Alterna Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Alterna 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
2019
Q1 		– Sell
-1,005
Closed -$313K – 217
2018
Q4 		$313K Buy
+1,005
New +$170K 0.05% 244

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Vanguard Group
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Alterna Wealth Management's ISRG Position: Q1 2019 in Review

Alterna Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2019, closing a stake of 1,005 shares — an estimated $313K sold.

Alterna Wealth Management first reported a position in ISRG in Q4 2018 and held it in 1 quarter. The position peaked at $313K in Q4 2018. 946 funds tracked by Wall St. Rank hold ISRG as of Q1 2019.

  • Alterna Wealth Management reported no remaining Intuitive Surgical position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 1,005 Intuitive Surgical shares in Q1 2019, an estimated $313K.
  • Alterna Wealth Management first reported a position in Intuitive Surgical in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Intuitive Surgical position peaked at $313K in Q4 2018.
  • 946 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.