Burt Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Burt 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 Q1	–	Sell	-81	Closed	-$22K	–	221
2020 Q4	$22K	Hold	81	–	–	0.01%	234
2020 Q3	$19K	Sell	81 -42	-34%	-$9.43K	0.01%	243
2020 Q2	$23K	Hold	123	–	–	0.01%	221
2020 Q1	$20K	Hold	123	–	–	0.01%	226
2019 Q4	$24K	Hold	123	–	–	0.01%	222
2019 Q3	$22K	Hold	123	–	–	0.01%	226
2019 Q2	$22K	Hold	123	–	–	0.01%	229
2019 Q1	$23K	Hold	123	–	–	0.01%	230
2018 Q4	$20K	Sell	123 -39	-24%	-$6.61K	0.01%	237
2018 Q3	$31K	Hold	162	–	–	0.01%	215
2018 Q2	$26K	Hold	162	–	–	0.01%	227
2018 Q1	$22K	Hold	162	–	–	0.01%	246
2017 Q4	$20K	Hold	162	–	–	0.01%	242
2017 Q3	$19K	Hold	162	–	–	0.01%	237
2017 Q2	$8K	Hold	162	–	–	0.01%	303
2017 Q1	$14K	Sell	162 -90	-36%	-$7.11K	0.01%	243
2016 Q4	$18K	Hold	252	–	–	0.02%	240
2016 Q3	$20K	Hold	252	–	–	0.02%	219
2016 Q2	$18K	Hold	252	–	–	0.02%	227
2016 Q1	$17K	Hold	252	–	–	0.02%	267
2015 Q4	$15K	Hold	252	–	–	0.01%	239
2015 Q3	$8K	Hold	252	–	–	0.01%	270
2015 Q2	$13K	Hold	252	–	–	0.01%	240
2015 Q1	$15K	Hold	252	–	–	0.02%	211
2014 Q4	$15K	Buy	+252	New	+$14K	0.02%	206

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Burt Wealth Advisors's ISRG Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 81 shares — an estimated $22K sold.

Burt Wealth Advisors first reported a position in ISRG in Q4 2014 and held it in 25 quarters. The position peaked at $31K in Q3 2018. 1,260 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

Burt Wealth Advisors reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 81 Intuitive Surgical shares in Q1 2021, an estimated $22K.
Burt Wealth Advisors first reported a position in Intuitive Surgical in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Intuitive Surgical position peaked at $31K in Q3 2018.
1,260 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.