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JOYN Advisors’s Intuitive Surgical ISRG Stock Holding History

JOYN 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
2019
Q1 		– Sell
-669
Closed -$107K – 731
2018
Q4 		$107K Sell
669
-21
-3% -$3.56K 0.02% 185
2018
Q3 		$132K Buy
690
+27
+4% +$4.79K 0.02% 179
2018
Q2 		$106K Buy
663
+3
+0.5% +$458 0.02% 213
2018
Q1 		$91K Buy
+660
New +$92.1K 0.02% 301

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
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

JOYN Advisors's ISRG Position: Q1 2019 in Review

JOYN Advisors sold out of Intuitive Surgical (ISRG) in Q1 2019, closing a stake of 669 shares — an estimated $107K sold.

JOYN Advisors first reported a position in ISRG in Q1 2018 and held it in 4 quarters. The position peaked at $132K in Q3 2018. 946 funds tracked by Wall St. Rank hold ISRG as of Q1 2019.

  • JOYN Advisors reported no remaining Intuitive Surgical position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 669 Intuitive Surgical shares in Q1 2019, an estimated $107K.
  • JOYN Advisors first reported a position in Intuitive Surgical in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Intuitive Surgical position peaked at $132K in Q3 2018.
  • 946 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.