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

Atlas Private 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
2021
Q2 		– Sell
-183
Closed -$45K – 235
2021
Q1 		$45K Hold
183
– – 0.03% 194
2020
Q4 		$50K Hold
183
– – 0.04% 189
2020
Q3 		$43K Buy
+183
New +$41.1K 0.03% 193

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Management's ISRG Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Intuitive Surgical (ISRG) in Q2 2021, closing a stake of 183 shares — an estimated $45K sold.

Atlas Private Wealth Management first reported a position in ISRG in Q3 2020 and held it in 3 quarters. The position peaked at $50K in Q4 2020. 1,319 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Intuitive Surgical position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 183 Intuitive Surgical shares in Q2 2021, an estimated $45K.
  • Atlas Private Wealth Management first reported a position in Intuitive Surgical in Q3 2020 and held it in 3 quarters.
  • Atlas Private Wealth Management's Intuitive Surgical position peaked at $50K in Q4 2020.
  • 1,319 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.