SSWM
ISRG icon

Sheets Smith Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Sheets Smith 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
2020
Q1 		– Sell
-7,341
Closed -$1.44M – 302
2019
Q4 		$1.44M Buy
+7,341
New +$1.37M 0.27% 92
2019
Q2 		– Sell
-6,588
Closed -$1.25M – 323
2019
Q1 		$1.25M Buy
+6,588
New +$1.17M 0.27% 99

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sheets Smith Wealth Management's ISRG Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2020, closing a stake of 7,341 shares — an estimated $1.44M sold.

Sheets Smith Wealth Management first reported a position in ISRG in Q1 2019 and held it in 2 quarters. The position peaked at $1.44M in Q4 2019. 1,006 funds tracked by Wall St. Rank hold ISRG as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining Intuitive Surgical position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,341 Intuitive Surgical shares in Q1 2020, an estimated $1.44M.
  • Sheets Smith Wealth Management first reported a position in Intuitive Surgical in Q1 2019 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Intuitive Surgical position peaked at $1.44M in Q4 2019.
  • 1,006 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.