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Independence Advisors’s Intuitive Surgical ISRG Stock Holding History

Independence 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
2020
Q3 		$399K Hold
1,686
– – 0.09% 58
2020
Q2 		$320K Sell
1,686
-51
-3% -$9.14K 0.07% 64
2020
Q1 		$287K Hold
1,737
– – 0.08% 60
2019
Q4 		$342K Sell
1,737
-3
-0.2% -$562 0.08% 62
2019
Q3 		$313K Hold
1,740
– – 0.08% 69
2019
Q2 		$304K Hold
1,740
– – 0.08% 70
2019
Q1 		$331K Sell
1,740
-180
-9% -$32K 0.09% 62
2018
Q4 		$307K Sell
1,920
-6
-0.3% -$1.02K 0.1% 60
2018
Q3 		$369K Buy
1,926
+45
+2% +$7.99K 0.11% 54
2018
Q2 		$300K Buy
1,881
+174
+10% +$26.5K 0.1% 58
2018
Q1 		$235K Hold
1,707
– – 0.08% 67
2017
Q4 		$208K Buy
+1,707
New +$214K 0.07% 73

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Independence Advisors's ISRG Position: Q3 2020 in Review

Independence Advisors held its Intuitive Surgical (ISRG) position steady in Q3 2020 at 1,686 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #58.

Independence Advisors first reported a position in ISRG in Q4 2017 and has held it in 12 quarters since. 1,152 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

  • Independence Advisors held 1,686 shares of Intuitive Surgical worth $399K as of Q3 2020.
  • Independence Advisors left its Intuitive Surgical share count unchanged in Q3 2020.
  • Intuitive Surgical made up 0.09% of Independence Advisors's portfolio in Q3 2020, its #58 holding.
  • Independence Advisors first reported a position in Intuitive Surgical in Q4 2017 and has held it in 12 quarters since.
  • 1,152 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.