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One Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

One 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
2018
Q4 		– Sell
-3,228
Closed -$618K – 285
2018
Q3 		$618K Buy
3,228
+21
+0.7% +$3.73K 0.47% 27
2018
Q2 		$511K Buy
3,207
+108
+3% +$16.5K 0.41% 30
2018
Q1 		$426K Buy
3,099
+57
+2% +$7.96K 0.38% 35
2017
Q4 		$370K Buy
+3,042
New +$381K 0.3% 49

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

One Wealth Advisors's ISRG Position: Q4 2018 in Review

One Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q4 2018, closing a stake of 3,228 shares — an estimated $618K sold.

One Wealth Advisors first reported a position in ISRG in Q4 2017 and held it in 4 quarters. The position peaked at $618K in Q3 2018. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

  • One Wealth Advisors reported no remaining Intuitive Surgical position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 3,228 Intuitive Surgical shares in Q4 2018, an estimated $618K.
  • One Wealth Advisors first reported a position in Intuitive Surgical in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's Intuitive Surgical position peaked at $618K in Q3 2018.
  • 938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.