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Ahrens Investment Partners’s Intuitive Surgical ISRG Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$766 Buy
+3
New +$739 ﹤0.01% 954
2022
Q3 		– Sell
-3
Closed -$1K – 529
2022
Q2 		$1K Hold
3
– – ﹤0.01% 921
2022
Q1 		$1K Hold
3
– – ﹤0.01% 989
2021
Q4 		$1K Buy
+3
New +$1.03K ﹤0.01% 1002

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ahrens Investment Partners's ISRG Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Intuitive Surgical (ISRG) in Q1 2023: 3 shares worth $766. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ISRG as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ISRG in Q4 2021 and has held it in 4 quarters since. The position peaked at $1K in Q2 2022. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • Ahrens Investment Partners held 3 shares of Intuitive Surgical worth $766 as of Q1 2023.
  • Intuitive Surgical was a new Ahrens Investment Partners position in Q1 2023.
  • Intuitive Surgical made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #954 holding.
  • Ahrens Investment Partners first reported a position in Intuitive Surgical in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Intuitive Surgical position peaked at $1K in Q2 2022.
  • 1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.