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Atlas Private Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Atlas Private Wealth 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
-6
Closed -$2K – 780
2021
Q2 		$2K Buy
+6
New +$1.68K ﹤0.01% 680

Other funds holding ISRG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Atlas Private Wealth Advisors's ISRG Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q3 2021, closing a stake of 6 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in ISRG in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 1,371 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Atlas Private Wealth Advisors reported no remaining Intuitive Surgical position as of Q3 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 6 Intuitive Surgical shares in Q3 2021, an estimated $2K.
  • Atlas Private Wealth Advisors first reported a position in Intuitive Surgical in Q2 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Intuitive Surgical position peaked at $2K in Q2 2021.
  • 1,371 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.