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Braun-Bostich & Associates’s Intuitive Surgical ISRG Stock Holding History

Braun-Bostich & Associates’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
2020
Q3 		– Sell
-60
Closed -$11K – 291
2020
Q2 		$11K Hold
60
– – 0.01% 215
2020
Q1 		$9K Buy
+60
New +$11K 0.01% 217

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Braun-Bostich & Associates's ISRG Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Intuitive Surgical (ISRG) in Q3 2020, closing a stake of 60 shares — an estimated $11K sold.

Braun-Bostich & Associates first reported a position in ISRG in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q2 2020. 1,152 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Intuitive Surgical position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 60 Intuitive Surgical shares in Q3 2020, an estimated $11K.
  • Braun-Bostich & Associates first reported a position in Intuitive Surgical in Q1 2020 and held it in 2 quarters.
  • Braun-Bostich & Associates's Intuitive Surgical position peaked at $11K in Q2 2020.
  • 1,152 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.