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Personal Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Personal 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
Q3 		– Sell
-60
Closed -$18K – 224
2021
Q2 		$18K Buy
+60
New +$16.8K 0.01% 221
2020
Q1 		– Sell
-60
Closed -$12K – 314
2019
Q4 		$12K Hold
60
– – 0.01% 222
2019
Q3 		$11K Hold
60
– – 0.01% 230
2019
Q2 		$10K Buy
+60
New +$10.3K ﹤0.01% 214

Other funds holding ISRG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's ISRG Position: Q3 2021 in Review

Personal Wealth Partners sold out of Intuitive Surgical (ISRG) in Q3 2021, closing a stake of 60 shares — an estimated $18K sold.

Personal Wealth Partners first reported a position in ISRG in Q2 2019 and held it in 4 quarters. The position peaked at $18K in Q2 2021. 1,371 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Personal Wealth Partners reported no remaining Intuitive Surgical position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 60 Intuitive Surgical shares in Q3 2021, an estimated $18K.
  • Personal Wealth Partners first reported a position in Intuitive Surgical in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Intuitive Surgical position peaked at $18K in Q2 2021.
  • 1,371 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.