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Bragg Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Bragg Financial 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
2023
Q3 		– Sell
-660
Closed -$226K – 320
2023
Q2 		$226K Buy
+660
New +$200K 0.01% 309
2023
Q1 		– Sell
-760
Closed -$202K – 317
2022
Q4 		$202K Buy
+760
New +$185K 0.01% 311
2022
Q2 		– Sell
-1,082
Closed -$326K – 306
2022
Q1 		$326K Buy
1,082
+602
+125% +$176K 0.02% 273
2021
Q4 		$477K Sell
480
-960
-67% -$330K 0.03% 230
2021
Q3 		$477K Buy
+1,440
New +$484K 0.03% 230

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

Bragg Financial Advisors's ISRG Position: Q3 2023 in Review

Bragg Financial Advisors sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 660 shares — an estimated $226K sold.

Bragg Financial Advisors first reported a position in ISRG in Q3 2021 and held it in 5 quarters. The position peaked at $477K in Q4 2021. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Bragg Financial Advisors reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
  • Bragg Financial Advisors sold 660 Intuitive Surgical shares in Q3 2023, an estimated $226K.
  • Bragg Financial Advisors first reported a position in Intuitive Surgical in Q3 2021 and held it in 5 quarters.
  • Bragg Financial Advisors's Intuitive Surgical position peaked at $477K in Q4 2021.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Bragg Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.