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Meridian Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-69
Closed -$17K – 671
2021
Q1 		$17K Buy
+69
New +$17.4K 0.01% 314

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Morgan Stanley
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Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
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Meridian Wealth Partners's ISRG Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Intuitive Surgical (ISRG) in Q2 2021, closing a stake of 69 shares — an estimated $17K sold.

Meridian Wealth Partners first reported a position in ISRG in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 1,319 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Intuitive Surgical position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 69 Intuitive Surgical shares in Q2 2021, an estimated $17K.
  • Meridian Wealth Partners first reported a position in Intuitive Surgical in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Intuitive Surgical position peaked at $17K in Q1 2021.
  • 1,319 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.