Safir Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Safir 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
2021 Q1	–	Sell	-300	Closed	-$82K	–	25
2020 Q4	$82K	Buy	+300	New	+$74.5K	0.08%	22

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Safir Wealth Advisors's ISRG Position: Q1 2021 in Review

Safir Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 300 shares — an estimated $82K sold.

Safir Wealth Advisors first reported a position in ISRG in Q4 2020 and held it in 1 quarter. The position peaked at $82K in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

Safir Wealth Advisors reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
Safir Wealth Advisors sold 300 Intuitive Surgical shares in Q1 2021, an estimated $82K.
Safir Wealth Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 1 quarter.
Safir Wealth Advisors's Intuitive Surgical position peaked at $82K in Q4 2020.
1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Safir Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.