APSP
ISRG icon

Asset Planning Services (Pennsylvania)’s Intuitive Surgical ISRG Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-60
Closed -$11K – 166
2019
Q3 		$11K Buy
+60
New +$10.4K ﹤0.01% 202

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

Asset Planning Services (Pennsylvania)'s ISRG Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Intuitive Surgical (ISRG) in Q4 2019, closing a stake of 60 shares — an estimated $11K sold.

Asset Planning Services (Pennsylvania) first reported a position in ISRG in Q3 2019 and held it in 1 quarter. The position peaked at $11K in Q3 2019. 1,022 funds tracked by Wall St. Rank hold ISRG as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Intuitive Surgical position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 60 Intuitive Surgical shares in Q4 2019, an estimated $11K.
  • Asset Planning Services (Pennsylvania) first reported a position in Intuitive Surgical in Q3 2019 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s Intuitive Surgical position peaked at $11K in Q3 2019.
  • 1,022 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.