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Sterling Financial Planning’s Intuitive Surgical ISRG Stock Holding History

Sterling Financial Planning’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
-84
Closed -$23K – 384
2020
Q4 		$23K Buy
+84
New +$20.9K 0.02% 204

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sterling Financial Planning's ISRG Position: Q1 2021 in Review

Sterling Financial Planning sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 84 shares — an estimated $23K sold.

Sterling Financial Planning first reported a position in ISRG in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

  • Sterling Financial Planning reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 84 Intuitive Surgical shares in Q1 2021, an estimated $23K.
  • Sterling Financial Planning first reported a position in Intuitive Surgical in Q4 2020 and held it in 1 quarter.
  • Sterling Financial Planning's Intuitive Surgical position peaked at $23K in Q4 2020.
  • 1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Sterling Financial Planning's 13F filing for Q1 2021, filed 28 Apr 2021.