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Stuart Chaussee & Associates’s Intuitive Surgical ISRG Stock Holding History

Stuart Chaussee & Associates’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
Q2 		– Sell
-15
Closed -$4K – 195
2021
Q1 		$4K Buy
+15
New +$3.77K ﹤0.01% 186

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Stuart Chaussee & Associates's ISRG Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of Intuitive Surgical (ISRG) in Q2 2021, closing a stake of 15 shares — an estimated $4K sold.

Stuart Chaussee & Associates first reported a position in ISRG in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 1,319 funds tracked by Wall St. Rank hold ISRG as of Q2 2021.

  • Stuart Chaussee & Associates reported no remaining Intuitive Surgical position as of Q2 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 15 Intuitive Surgical shares in Q2 2021, an estimated $4K.
  • Stuart Chaussee & Associates first reported a position in Intuitive Surgical in Q1 2021 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Intuitive Surgical position peaked at $4K in Q1 2021.
  • 1,319 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.