Certified Advisory Corp’s Intuitive Surgical ISRG Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-78	Closed	-$15K	–	812
2019 Q1	$15K	Hold	78	–	–	0.01%	493
2018 Q4	$12K	Hold	78	–	–	0.01%	507
2018 Q3	$15K	Hold	78	–	–	0.01%	509
2018 Q2	$12K	Hold	78	–	–	0.01%	519
2018 Q1	$10K	Hold	78	–	–	0.01%	508
2017 Q4	$9K	Buy	+78	New	+$9.76K	0.01%	485

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Certified Advisory Corp's ISRG Position: Q2 2019 in Review

Certified Advisory Corp sold out of Intuitive Surgical (ISRG) in Q2 2019, closing a stake of 78 shares — an estimated $15K sold.

Certified Advisory Corp first reported a position in ISRG in Q4 2017 and held it in 6 quarters. The position peaked at $15K in Q1 2019. 915 funds tracked by Wall St. Rank hold ISRG as of Q2 2019.

Certified Advisory Corp reported no remaining Intuitive Surgical position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 78 Intuitive Surgical shares in Q2 2019, an estimated $15K.
Certified Advisory Corp first reported a position in Intuitive Surgical in Q4 2017 and held it in 6 quarters.
Certified Advisory Corp's Intuitive Surgical position peaked at $15K in Q1 2019.
915 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.