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Annapolis Financial Services’s Intuitive Surgical ISRG Stock Holding History

Annapolis Financial Services’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
Q4 		– Sell
-15
Closed -$3K – 488
2022
Q3 		$3K Hold
15
– – ﹤0.01% 432
2022
Q2 		$3K Hold
15
– – ﹤0.01% 365
2022
Q1 		$5K Hold
15
– – ﹤0.01% 346
2021
Q4 		$5K Hold
15
– – ﹤0.01% 348
2021
Q3 		$5K Sell
15
-15
-50% -$5.04K ﹤0.01% 334
2021
Q2 		$9K Buy
30
+15
+100% +$4.21K ﹤0.01% 273
2021
Q1 		$4K Hold
15
– – ﹤0.01% 318
2020
Q4 		$4K Buy
+15
New +$3.73K ﹤0.01% 318

Other funds holding ISRG

Vanguard Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Annapolis Financial Services's ISRG Position: Q4 2022 in Review

Annapolis Financial Services sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 15 shares — an estimated $3K sold.

Annapolis Financial Services first reported a position in ISRG in Q4 2020 and held it in 8 quarters. The position peaked at $9K in Q2 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • Annapolis Financial Services reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 15 Intuitive Surgical shares in Q4 2022, an estimated $3K.
  • Annapolis Financial Services first reported a position in Intuitive Surgical in Q4 2020 and held it in 8 quarters.
  • Annapolis Financial Services's Intuitive Surgical position peaked at $9K in Q2 2021.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.