Taylor Hoffman Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Taylor Hoffman 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 Q3	–	Sell	-237	Closed	-$45K	–	234
2020 Q2	$45K	Buy	+237	New	+$42.5K	0.03%	204
2020 Q1	–	Sell	-237	Closed	-$47K	–	238
2019 Q4	$47K	Hold	237	–	–	0.03%	215
2019 Q3	$43K	Hold	237	–	–	0.03%	214
2019 Q2	$41K	Hold	237	–	–	0.03%	204
2019 Q1	$45K	Hold	237	–	–	0.03%	197
2018 Q4	$38K	Sell	237 -33	-12%	-$5.59K	0.03%	193
2018 Q3	$52K	Hold	270	–	–	0.04%	185
2018 Q2	$43K	Hold	270	–	–	0.04%	187
2018 Q1	$37K	Hold	270	–	–	0.03%	202
2017 Q4	$33K	Buy	+270	New	+$33.8K	0.03%	212

Other funds holding ISRG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Taylor Hoffman Wealth Management's ISRG Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Intuitive Surgical (ISRG) in Q3 2020, closing a stake of 237 shares — an estimated $45K sold.

Taylor Hoffman Wealth Management first reported a position in ISRG in Q4 2017 and held it in 10 quarters. The position peaked at $52K in Q3 2018. 1,152 funds tracked by Wall St. Rank hold ISRG as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Intuitive Surgical position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 237 Intuitive Surgical shares in Q3 2020, an estimated $45K.
Taylor Hoffman Wealth Management first reported a position in Intuitive Surgical in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Intuitive Surgical position peaked at $52K in Q3 2018.
1,152 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.