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Beacon Pointe Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Beacon Pointe 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
2019
Q4 		$402K Buy
+2,037
New +$381K 0.07% 181
2019
Q2 		– Sell
-1,125
Closed -$214K – 273
2019
Q1 		$214K Buy
+1,125
New +$200K 0.05% 242

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

Beacon Pointe Wealth Advisors's ISRG Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors opened a new position in Intuitive Surgical (ISRG) in Q4 2019: 2,037 shares worth $402K. The stake represents 0.07% of the portfolio and ranks #181 among its holdings. This is a return to the name: Beacon Pointe Wealth Advisors previously reported a position in ISRG as recently as Q1 2019.

Beacon Pointe Wealth Advisors first reported a position in ISRG in Q1 2019 and has held it in 2 quarters since. 1,022 funds tracked by Wall St. Rank hold ISRG as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,037 shares of Intuitive Surgical worth $402K as of Q4 2019.
  • Intuitive Surgical was a new Beacon Pointe Wealth Advisors position in Q4 2019.
  • Intuitive Surgical made up 0.07% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #181 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Intuitive Surgical in Q1 2019 and has held it in 2 quarters since.
  • 1,022 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.