LWA
ISRG icon

Lowe Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Lowe Wealth 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
Q2 		– Sell
-6
Closed -$1K – 287
2020
Q1 		$1K Hold
6
– – ﹤0.01% 271
2019
Q4 		$1K Buy
+6
New +$1.12K ﹤0.01% 272

Other funds holding ISRG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Lowe Wealth Advisors's ISRG Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2020, closing a stake of 6 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in ISRG in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 1,048 funds tracked by Wall St. Rank hold ISRG as of Q2 2020.

  • Lowe Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2020 after selling out during the quarter.
  • Lowe Wealth Advisors sold 6 Intuitive Surgical shares in Q2 2020, an estimated $1K.
  • Lowe Wealth Advisors first reported a position in Intuitive Surgical in Q4 2019 and held it in 2 quarters.
  • Lowe Wealth Advisors's Intuitive Surgical position peaked at $1K in Q1 2020.
  • 1,048 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.