Capital Advisory Group Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-307	Closed	-$93K	–	337
2022 Q1	$93K	Buy	+307	New	+$89.7K	0.04%	202
2021 Q4	–	Sell	-366	Closed	-$121K	–	323
2021 Q3	$121K	Buy	366 +6	+2%	+$2.02K	0.04%	220
2021 Q2	$110K	Sell	360 -12	-3%	-$3.37K	0.04%	226
2021 Q1	$92K	Buy	372 +42	+13%	+$10.6K	0.04%	215
2020 Q4	$90K	Buy	330 +33	+11%	+$8.19K	0.04%	216
2020 Q3	$70K	Buy	297 +63	+27%	+$14.1K	0.04%	191
2020 Q2	$44K	Buy	234 +165	+239%	+$29.6K	0.02%	200
2020 Q1	$11K	Buy	+69	New	+$12.6K	0.01%	226
2019 Q4	–	Sell	-69	Closed	-$12K	–	309
2019 Q3	$12K	Hold	69	–	–	0.01%	263
2019 Q2	$12K	Hold	69	–	–	0.01%	264
2019 Q1	$13K	Hold	69	–	–	0.01%	252
2018 Q4	$11K	Hold	69	–	–	0.01%	237
2018 Q3	$13K	Hold	69	–	–	0.01%	232
2018 Q2	$11K	Hold	69	–	–	0.01%	231
2018 Q1	$9K	Buy	+69	New	+$9.63K	0.01%	236

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Advisory Group Advisory Services's ISRG Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 307 shares — an estimated $93K sold.

Capital Advisory Group Advisory Services first reported a position in ISRG in Q1 2018 and held it in 15 quarters. The position peaked at $121K in Q3 2021. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 307 Intuitive Surgical shares in Q2 2022, an estimated $93K.
Capital Advisory Group Advisory Services first reported a position in Intuitive Surgical in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Intuitive Surgical position peaked at $121K in Q3 2021.
1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.