CBT
ISRG icon

Capital Bank & Trust’s Intuitive Surgical ISRG Stock Holding History

Capital Bank & Trust’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
Q2 		– Sell
-33
Closed -$5K – 466
2020
Q1 		$5K Sell
33
-33
-50% -$6.04K ﹤0.01% 587
2019
Q4 		$13K Hold
66
– – ﹤0.01% 546
2019
Q3 		$12K Buy
+66
New +$11.4K ﹤0.01% 535
2018
Q4 		– Sell
-45
Closed -$9K – 767
2018
Q3 		$9K Buy
+45
New +$7.99K ﹤0.01% 671
2017
Q3 		– Sell
-54
Closed -$6K – 608
2017
Q2 		$6K Buy
+54
New +$5.19K ﹤0.01% 493

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Bank & Trust's ISRG Position: Q2 2020 in Review

Capital Bank & Trust sold out of Intuitive Surgical (ISRG) in Q2 2020, closing a stake of 33 shares — an estimated $5K sold.

Capital Bank & Trust first reported a position in ISRG in Q2 2017 and held it in 5 quarters. The position peaked at $13K in Q4 2019. 1,049 funds tracked by Wall St. Rank hold ISRG as of Q2 2020.

  • Capital Bank & Trust reported no remaining Intuitive Surgical position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 33 Intuitive Surgical shares in Q2 2020, an estimated $5K.
  • Capital Bank & Trust first reported a position in Intuitive Surgical in Q2 2017 and held it in 5 quarters.
  • Capital Bank & Trust's Intuitive Surgical position peaked at $13K in Q4 2019.
  • 1,049 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.