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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 		– Hold
0
– – – 361
2024
Q2 		– Hold
0
– – – 354

Other funds holding ISRG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
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.