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Clarus Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Clarus 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
2019
Q3 		– Sell
-126
Closed -$22K – 350
2019
Q2 		$22K Hold
126
– – 0.02% 354
2019
Q1 		$24K Hold
126
– – 0.02% 391
2018
Q4 		$20K Hold
126
– – 0.03% 404
2018
Q3 		$24K Sell
126
-6
-5% -$1.06K 0.02% 404
2018
Q2 		$18K Buy
+132
New +$20.1K 0.01% 437

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Clarus Wealth Advisors's ISRG Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q3 2019, closing a stake of 126 shares — an estimated $22K sold.

Clarus Wealth Advisors first reported a position in ISRG in Q2 2018 and held it in 5 quarters. The position peaked at $24K in Q1 2019. 919 funds tracked by Wall St. Rank hold ISRG as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Intuitive Surgical position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 126 Intuitive Surgical shares in Q3 2019, an estimated $22K.
  • Clarus Wealth Advisors first reported a position in Intuitive Surgical in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Intuitive Surgical position peaked at $24K in Q1 2019.
  • 919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.