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Executive Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Executive Wealth Management’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
-198
Closed -$35K – 455
2019
Q2 		$35K Hold
198
– – 0.01% 364
2019
Q1 		$38K Sell
198
-1,659
-89% -$295K 0.01% 315
2018
Q4 		$296K Buy
+1,857
New +$315K 0.05% 124

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

Executive Wealth Management's ISRG Position: Q3 2019 in Review

Executive Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2019, closing a stake of 198 shares — an estimated $35K sold.

Executive Wealth Management first reported a position in ISRG in Q4 2018 and held it in 3 quarters. The position peaked at $296K in Q4 2018. 919 funds tracked by Wall St. Rank hold ISRG as of Q3 2019.

  • Executive Wealth Management reported no remaining Intuitive Surgical position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 198 Intuitive Surgical shares in Q3 2019, an estimated $35K.
  • Executive Wealth Management first reported a position in Intuitive Surgical in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Intuitive Surgical position peaked at $296K in Q4 2018.
  • 919 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.