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Better Money Decisions’s Intuitive Surgical ISRG Stock Holding History

Better Money Decisions’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
2021
Q4 		– Sell
-6
Closed -$2K – 312
2021
Q3 		$2K Hold
6
– – ﹤0.01% 592
2021
Q2 		$2K Hold
6
– – ﹤0.01% 589
2021
Q1 		$1K Buy
+6
New +$1.51K ﹤0.01% 563

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Better Money Decisions's ISRG Position: Q4 2021 in Review

Better Money Decisions sold out of Intuitive Surgical (ISRG) in Q4 2021, closing a stake of 6 shares — an estimated $2K sold.

Better Money Decisions first reported a position in ISRG in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 1,533 funds tracked by Wall St. Rank hold ISRG as of Q4 2021.

  • Better Money Decisions reported no remaining Intuitive Surgical position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 6 Intuitive Surgical shares in Q4 2021, an estimated $2K.
  • Better Money Decisions first reported a position in Intuitive Surgical in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's Intuitive Surgical position peaked at $2K in Q3 2021.
  • 1,533 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.