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Northstar Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Northstar 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
2019
Q2 		– Sell
-1,848
Closed -$351K – 182
2019
Q1 		$351K Hold
1,848
– – 0.16% 130
2018
Q4 		$295K Buy
+1,848
New +$313K 0.15% 136

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Northstar Wealth Partners's ISRG Position: Q2 2019 in Review

Northstar Wealth Partners sold out of Intuitive Surgical (ISRG) in Q2 2019, closing a stake of 1,848 shares — an estimated $351K sold.

Northstar Wealth Partners first reported a position in ISRG in Q4 2018 and held it in 2 quarters. The position peaked at $351K in Q1 2019. 915 funds tracked by Wall St. Rank hold ISRG as of Q2 2019.

  • Northstar Wealth Partners reported no remaining Intuitive Surgical position as of Q2 2019 after selling out during the quarter.
  • Northstar Wealth Partners sold 1,848 Intuitive Surgical shares in Q2 2019, an estimated $351K.
  • Northstar Wealth Partners first reported a position in Intuitive Surgical in Q4 2018 and held it in 2 quarters.
  • Northstar Wealth Partners's Intuitive Surgical position peaked at $351K in Q1 2019.
  • 915 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2019.

Based on Northstar Wealth Partners's 13F filing for Q2 2019, filed 15 Aug 2019.