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Red Door Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Red Door Wealth Management’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
-171
Closed -$52K – 381
2021
Q2 		$52K Buy
+171
New +$48K 0.02% 255
2020
Q3 		– Sell
-201
Closed -$38K – 253
2020
Q2 		$38K Hold
201
– – 0.03% 202
2020
Q1 		$33K Buy
+201
New +$36.8K 0.03% 194

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

Red Door Wealth Management's ISRG Position: Q3 2021 in Review

Red Door Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2021, closing a stake of 171 shares — an estimated $52K sold.

Red Door Wealth Management first reported a position in ISRG in Q1 2020 and held it in 3 quarters. The position peaked at $52K in Q2 2021. 1,371 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Red Door Wealth Management reported no remaining Intuitive Surgical position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 171 Intuitive Surgical shares in Q3 2021, an estimated $52K.
  • Red Door Wealth Management first reported a position in Intuitive Surgical in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's Intuitive Surgical position peaked at $52K in Q2 2021.
  • 1,371 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.