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Archford Capital Strategies’s Intuitive Surgical ISRG Stock Holding History

Archford Capital Strategies’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
Q3 		– Sell
-84
Closed -$15K – 369
2019
Q2 		$15K Hold
84
– – 0.01% 374
2019
Q1 		$16K Hold
84
– – 0.01% 357
2018
Q4 		$13K Hold
84
– – 0.01% 359
2018
Q3 		$16K Hold
84
– – 0.01% 383
2018
Q2 		$13K Buy
+84
New +$12.8K ﹤0.01% 404

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Archford Capital Strategies's ISRG Position: Q3 2019 in Review

Archford Capital Strategies sold out of Intuitive Surgical (ISRG) in Q3 2019, closing a stake of 84 shares — an estimated $15K sold.

Archford Capital Strategies first reported a position in ISRG in Q2 2018 and held it in 5 quarters. The position peaked at $16K in Q1 2019. 919 funds tracked by Wall St. Rank hold ISRG as of Q3 2019.

  • Archford Capital Strategies reported no remaining Intuitive Surgical position as of Q3 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 84 Intuitive Surgical shares in Q3 2019, an estimated $15K.
  • Archford Capital Strategies first reported a position in Intuitive Surgical in Q2 2018 and held it in 5 quarters.
  • Archford Capital Strategies's Intuitive Surgical position peaked at $16K in Q1 2019.
  • 919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.