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Sound View Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Sound View 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
2019
Q1 		$609K Sell
3,204
-24
-0.7% -$4.26K 0.19% 120
2018
Q4 		$515K Buy
+3,228
New +$547K 0.19% 124

Other funds holding ISRG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Sound View Wealth Advisors's ISRG Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 0.74% in Q1 2019, selling an estimated $4.26K and leaving 3,204 shares worth $609K. The position accounts for 0.19% of the portfolio, ranked #120.

Sound View Wealth Advisors first reported a position in ISRG in Q4 2018 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold ISRG as of Q1 2019.

  • Sound View Wealth Advisors held 3,204 shares of Intuitive Surgical worth $609K as of Q1 2019.
  • Sound View Wealth Advisors sold 24 Intuitive Surgical shares in Q1 2019, an estimated $4.26K.
  • Intuitive Surgical made up 0.19% of Sound View Wealth Advisors's portfolio in Q1 2019, its #120 holding.
  • Sound View Wealth Advisors first reported a position in Intuitive Surgical in Q4 2018 and has held it in 2 quarters since.
  • 946 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.