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Beverly Hills Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Beverly Hills Private Wealth’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
Q3 		– Sell
-970
Closed -$300K – 310
2023
Q2 		$300K Buy
+970
New +$293K 0.05% 283

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beverly Hills Private Wealth's ISRG Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 970 shares — an estimated $300K sold.

Beverly Hills Private Wealth first reported a position in ISRG in Q2 2023 and held it in 1 quarter. The position peaked at $300K in Q2 2023. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 970 Intuitive Surgical shares in Q3 2023, an estimated $300K.
  • Beverly Hills Private Wealth first reported a position in Intuitive Surgical in Q2 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Intuitive Surgical position peaked at $300K in Q2 2023.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.