Atlas Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Atlas Capital 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	-18	Closed	-$6.47K	–	940
2021 Q4	$6.47K	Hold	18	–	–	﹤0.01%	778
2021 Q3	$5.96K	Hold	18	–	–	﹤0.01%	791
2021 Q2	$5.52K	Buy	+18	New	+$5.05K	﹤0.01%	814
2019 Q1	–	Sell	-72	Closed	-$11.5K	–	577
2018 Q4	$11.5K	Hold	72	–	–	﹤0.01%	498
2018 Q3	$13.5K	Hold	72	–	–	﹤0.01%	486
2018 Q2	$12.6K	Sell	72 -90	-56%	-$13.7K	﹤0.01%	461
2018 Q1	$22.3K	Buy	+162	New	+$22.6K	0.01%	443

Other funds holding ISRG

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Atlas Capital Advisors's ISRG Position: Q1 2022 in Review

Atlas Capital Advisors sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 18 shares — an estimated $6.47K sold.

Atlas Capital Advisors first reported a position in ISRG in Q1 2018 and held it in 7 quarters. The position peaked at $22.3K in Q1 2018. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

Atlas Capital Advisors reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
Atlas Capital Advisors sold 18 Intuitive Surgical shares in Q1 2022, an estimated $6.47K.
Atlas Capital Advisors first reported a position in Intuitive Surgical in Q1 2018 and held it in 7 quarters.
Atlas Capital Advisors's Intuitive Surgical position peaked at $22.3K in Q1 2018.
1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Atlas Capital Advisors's 13F filing for Q1 2022, filed 11 May 2022.