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Financial Architects (New Jersey)’s Intuitive Surgical ISRG Stock Holding History

Financial Architects (New Jersey)’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
2018
Q2 		– Sell
-1,200
Closed -$166K – 1412
2018
Q1 		$166K Buy
1,200
+300
+33% +$41.9K 0.03% 334
2017
Q4 		$109K Buy
+900
New +$113K 0.02% 469

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Financial Architects (New Jersey)'s ISRG Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Intuitive Surgical (ISRG) in Q3 2020, closing a stake of 84 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in ISRG in Q2 2014 and held it in 23 quarters. The position peaked at $202K in Q1 2019. 1,153 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Intuitive Surgical position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 84 Intuitive Surgical shares in Q3 2020, an estimated $16K.
  • Financial Architects (New Jersey) first reported a position in Intuitive Surgical in Q2 2014 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s Intuitive Surgical position peaked at $202K in Q1 2019.
  • 1,153 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.