FinTrust Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

FinTrust Capital 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
2024 Q3	$16.2K	Sell	33 -2	-6%	-$931	﹤0.01%	850
2024 Q2	$15.6K	Buy	35 +12	+52%	+$4.78K	﹤0.01%	821
2024 Q1	$9.18K	Hold	23	–	–	﹤0.01%	875
2023 Q4	$7.76K	Buy	23 +11	+92%	+$3.28K	﹤0.01%	876
2023 Q3	$3.51K	Hold	12	–	–	﹤0.01%	949
2023 Q2	$3.19K	Hold	12	–	–	﹤0.01%	941
2023 Q1	$3.19K	Hold	12	–	–	﹤0.01%	934
2022 Q4	$3.18K	Hold	12	–	–	﹤0.01%	932
2022 Q3	$2K	Hold	12	–	–	﹤0.01%	1122
2022 Q2	$3K	Buy	+12	New	+$2.81K	﹤0.01%	1099
2022 Q1	–	Sell	-54	Closed	-$19K	–	1254
2021 Q4	$19K	Sell	54 -126	-70%	-$43.4K	﹤0.01%	753
2021 Q3	$60K	Buy	180 +72	+67%	+$24.2K	0.02%	519
2021 Q2	$33K	Buy	108 +48	+80%	+$13.5K	0.01%	635
2021 Q1	$15K	Hold	60	–	–	﹤0.01%	785
2020 Q4	$16K	Sell	60 -981	-94%	-$244K	0.01%	722
2020 Q3	$245	Buy	1,041 +981	+1,635%	+$220K	0.05%	192
2020 Q2	$11K	Buy	60 +15	+33%	+$2.69K	﹤0.01%	713
2020 Q1	$7K	Hold	45	–	–	﹤0.01%	811
2019 Q4	$9K	Buy	45 +6	+15%	+$1.12K	﹤0.01%	758
2019 Q3	$7K	Hold	39	–	–	﹤0.01%	817
2019 Q2	$7K	Sell	39 -72	-65%	-$12.3K	﹤0.01%	780
2019 Q1	$21K	Sell	111 -18	-14%	-$3.2K	0.01%	597
2018 Q4	$20K	Buy	+129	New	+$21.9K	0.01%	597

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

FinTrust Capital Advisors's ISRG Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Intuitive Surgical (ISRG) stake by 5.7% in Q3 2024, selling an estimated $931 and leaving 33 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

FinTrust Capital Advisors first reported a position in ISRG in Q4 2018 and has held it in 23 quarters since. The position peaked at $60K in Q3 2021. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

FinTrust Capital Advisors held 33 shares of Intuitive Surgical worth $16.2K as of Q3 2024.
FinTrust Capital Advisors sold 2 Intuitive Surgical shares in Q3 2024, an estimated $931.
Intuitive Surgical made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #850 holding.
FinTrust Capital Advisors first reported a position in Intuitive Surgical in Q4 2018 and has held it in 23 quarters since.
FinTrust Capital Advisors's Intuitive Surgical position peaked at $60K in Q3 2021.
1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.