AWA
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Authentikos Wealth Advisory’s Intuitive Surgical ISRG Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-21
Closed -$6.14K – 294
2023
Q3 		$6.14K Buy
+21
New +$6.56K 0.01% 284

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Authentikos Wealth Advisory's ISRG Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 21 shares — an estimated $6.14K sold.

Authentikos Wealth Advisory first reported a position in ISRG in Q3 2023 and held it in 1 quarter. The position peaked at $6.14K in Q3 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 21 Intuitive Surgical shares in Q4 2023, an estimated $6.14K.
  • Authentikos Wealth Advisory first reported a position in Intuitive Surgical in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Intuitive Surgical position peaked at $6.14K in Q3 2023.
  • 1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.