BRWM
ISRG icon

B. Riley Wealth Management’s Intuitive Surgical ISRG Stock Holding History

B. Riley Wealth Management’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
Q2 		$430 Sell
2,144
-253
-11% -$59.4K ﹤0.01% 446
2022
Q1 		$723K Sell
2,397
-787
-25% -$230K 0.06% 260
2021
Q4 		$1.14M Buy
3,184
+10
+0.3% +$3.44K 0.08% 214
2021
Q3 		$1.05M Buy
3,174
+165
+5% +$55.4K 0.08% 218
2021
Q2 		$922K Buy
3,009
+54
+2% +$15.1K 0.1% 170
2021
Q1 		$728K Buy
2,955
+264
+10% +$66.4K 0.09% 187
2020
Q4 		$734K Sell
2,691
-204
-7% -$50.7K 0.09% 169
2020
Q3 		$685K Buy
2,895
+1,623
+128% +$364K 0.08% 191
2020
Q2 		$242K Sell
1,272
-147
-10% -$26.4K 0.03% 342
2020
Q1 		$234K Buy
1,419
+660
+87% +$121K 0.02% 409
2019
Q4 		$150K Sell
759
-417
-35% -$78.1K 0.02% 377
2019
Q3 		$212K Buy
+1,176
New +$203K 0.04% 328
2019
Q1 		– Sell
-2,049
Closed -$327K – 412
2018
Q4 		$327K Buy
2,049
+279
+16% +$47.3K 0.07% 235
2018
Q3 		$339K Buy
+1,770
New +$314K 0.08% 203

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Management's ISRG Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Intuitive Surgical (ISRG) stake by 11% in Q2 2022, selling an estimated $59.4K and leaving 2,144 shares worth $430. The position accounts for ﹤0.01% of the portfolio, ranked #446.

B. Riley Wealth Management first reported a position in ISRG in Q3 2018 and has held it in 14 quarters since. The position peaked at $1.14M in Q4 2021. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • B. Riley Wealth Management held 2,144 shares of Intuitive Surgical worth $430 as of Q2 2022.
  • B. Riley Wealth Management sold 253 Intuitive Surgical shares in Q2 2022, an estimated $59.4K.
  • Intuitive Surgical made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #446 holding.
  • B. Riley Wealth Management first reported a position in Intuitive Surgical in Q3 2018 and has held it in 14 quarters since.
  • B. Riley Wealth Management's Intuitive Surgical position peaked at $1.14M in Q4 2021.
  • 1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.