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Arcadia Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Arcadia Investment Advisors’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
2021
Q3 		– Sell
-3
Closed -$920 – 175
2021
Q2 		$920 Buy
+3
New +$842 ﹤0.01% 176

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T. Rowe Price Associates
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arcadia Investment Advisors's ISRG Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of Intuitive Surgical (ISRG) in Q3 2021, closing a stake of 3 shares — an estimated $920 sold.

Arcadia Investment Advisors first reported a position in ISRG in Q2 2021 and held it in 1 quarter. The position peaked at $920 in Q2 2021. 1,371 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Arcadia Investment Advisors reported no remaining Intuitive Surgical position as of Q3 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 3 Intuitive Surgical shares in Q3 2021, an estimated $920.
  • Arcadia Investment Advisors first reported a position in Intuitive Surgical in Q2 2021 and held it in 1 quarter.
  • Arcadia Investment Advisors's Intuitive Surgical position peaked at $920 in Q2 2021.
  • 1,371 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.