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CFM Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

CFM Wealth Partners’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
-225
Closed -$42K – 307
2020
Q2 		$42K Hold
225
– – 0.02% 300
2020
Q1 		$37K Hold
225
– – 0.02% 300
2019
Q4 		$45K Buy
+225
New +$42.1K 0.02% 289

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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

CFM Wealth Partners's ISRG Position: Q3 2020 in Review

CFM Wealth Partners sold out of Intuitive Surgical (ISRG) in Q3 2020, closing a stake of 225 shares — an estimated $42K sold.

CFM Wealth Partners first reported a position in ISRG in Q4 2019 and held it in 3 quarters. The position peaked at $45K in Q4 2019. 1,152 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

  • CFM Wealth Partners reported no remaining Intuitive Surgical position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 225 Intuitive Surgical shares in Q3 2020, an estimated $42K.
  • CFM Wealth Partners first reported a position in Intuitive Surgical in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Intuitive Surgical position peaked at $45K in Q4 2019.
  • 1,152 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.