Claraphi Advisory Network’s Intuitive Surgical ISRG Stock Holding History

Claraphi Advisory Network’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	-732	Closed	-$121K	–	732
2020 Q1	$121K	Buy	+732	New	+$134K	0.06%	294
2019 Q2	–	Sell	-1,134	Closed	-$216K	–	257
2019 Q1	$216K	Sell	1,134 -1,341	-54%	-$238K	0.14%	194
2018 Q4	$394K	Hold	2,475	–	–	0.3%	93
2018 Q3	$474K	Buy	2,475 +201	+9%	+$35.7K	0.26%	92
2018 Q2	$363K	Buy	2,274 +96	+4%	+$14.6K	0.23%	120
2018 Q1	$299K	Sell	2,178 -618	-22%	-$86.2K	0.21%	141
2017 Q4	$340K	Buy	+2,796	New	+$350K	0.26%	115

Other funds holding ISRG

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Claraphi Advisory Network's ISRG Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Intuitive Surgical (ISRG) in Q2 2020, closing a stake of 732 shares — an estimated $121K sold.

Claraphi Advisory Network first reported a position in ISRG in Q4 2017 and held it in 7 quarters. The position peaked at $474K in Q3 2018. 1,048 funds tracked by Wall St. Rank hold ISRG as of Q2 2020.

Claraphi Advisory Network reported no remaining Intuitive Surgical position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 732 Intuitive Surgical shares in Q2 2020, an estimated $121K.
Claraphi Advisory Network first reported a position in Intuitive Surgical in Q4 2017 and held it in 7 quarters.
Claraphi Advisory Network's Intuitive Surgical position peaked at $474K in Q3 2018.
1,048 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.