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Harvest Group Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-315
Closed -$86K – 356
2020
Q4 		$86K Buy
315
+30
+11% +$7.45K 0.05% 76
2020
Q3 		$67K Hold
285
– – 0.05% 77
2020
Q2 		$54K Hold
285
– – 0.05% 75
2020
Q1 		$47K Sell
285
-27
-9% -$4.95K 0.05% 79
2019
Q4 		$61K Hold
312
– – 0.05% 71
2019
Q3 		$56K Buy
312
+81
+35% +$14K 0.07% 70
2019
Q2 		$40K Hold
231
– – 0.05% 84
2019
Q1 		$44K Buy
+231
New +$41.1K 0.04% 97

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Group Wealth Management's ISRG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 315 shares — an estimated $86K sold.

Harvest Group Wealth Management first reported a position in ISRG in Q1 2019 and held it in 8 quarters. The position peaked at $86K in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 315 Intuitive Surgical shares in Q1 2021, an estimated $86K.
  • Harvest Group Wealth Management first reported a position in Intuitive Surgical in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Intuitive Surgical position peaked at $86K in Q4 2020.
  • 1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.