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Amplius Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-78
Closed -$28K – 527
2021
Q4 		$28K Buy
+78
New +$26.8K ﹤0.01% 415

Other funds holding ISRG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Amplius Wealth Advisors's ISRG Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 78 shares — an estimated $28K sold.

Amplius Wealth Advisors first reported a position in ISRG in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 78 Intuitive Surgical shares in Q1 2022, an estimated $28K.
  • Amplius Wealth Advisors first reported a position in Intuitive Surgical in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Intuitive Surgical position peaked at $28K in Q4 2021.
  • 1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.