WealthTrust-Arizona’s Intuitive Surgical ISRG Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$92K	Buy	579 +150	+35%	+$25.4K	0.05%	102
2018 Q3	$82K	Buy	429 +54	+14%	+$9.59K	0.04%	114
2018 Q2	$60K	Buy	375 +93	+33%	+$14.2K	0.03%	133
2018 Q1	$39K	Buy	282 +201	+248%	+$28.1K	0.02%	190
2017 Q4	$10K	Hold	81	–	–	﹤0.01%	395
2017 Q3	$9K	Buy	+81	New	+$8.83K	﹤0.01%	415
2017 Q2	–	Sell	-45	Closed	-$4K	–	659
2017 Q1	$4K	Hold	45	–	–	﹤0.01%	491
2016 Q4	$3K	Hold	45	–	–	﹤0.01%	514
2016 Q3	$4K	Hold	45	–	–	﹤0.01%	500
2016 Q2	$3K	Buy	+45	New	+$3.17K	﹤0.01%	513
2013 Q3	–	Sell	-207	Closed	-$12K	–	657
2013 Q2	$12K	Buy	+207	New	+$11.4K	0.02%	300

Other funds holding ISRG

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

WealthTrust-Arizona's ISRG Position: Q4 2018 in Review

WealthTrust-Arizona increased its Intuitive Surgical (ISRG) stake by 35% in Q4 2018, buying an estimated $25.4K and bringing the position to 579 shares worth $92K. The position accounts for 0.05% of the portfolio, ranked #102.

WealthTrust-Arizona first reported a position in ISRG in Q2 2013 and has held it in 11 quarters since. 938 funds tracked by Wall St. Rank hold ISRG as of Q4 2018.

WealthTrust-Arizona held 579 shares of Intuitive Surgical worth $92K as of Q4 2018.
WealthTrust-Arizona bought 150 Intuitive Surgical shares in Q4 2018, an estimated $25.4K.
Intuitive Surgical made up 0.05% of WealthTrust-Arizona's portfolio in Q4 2018, its #102 holding.
WealthTrust-Arizona first reported a position in Intuitive Surgical in Q2 2013 and has held it in 11 quarters since.
938 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.