Capital Directions Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Capital Directions Investment 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
2022 Q4	$37.4K	Buy	+141	New	+$34.4K	0.01%	135
2022 Q3	–	Sell	-141	Closed	-$30.3K	–	144
2022 Q2	$28K	Hold	141	–	–	0.01%	156
2022 Q1	$43K	Buy	+141	New	+$41.2K	0.01%	154
2021 Q4	–	Sell	-141	Closed	-$47K	–	136
2021 Q3	$47K	Hold	141	–	–	0.01%	143
2021 Q2	$43K	Buy	+141	New	+$39.6K	0.01%	127
2021 Q1	–	Sell	-141	Closed	-$38K	–	258
2020 Q4	$38K	Hold	141	–	–	0.01%	123
2020 Q3	$33K	Hold	141	–	–	0.01%	125
2020 Q2	$27K	Hold	141	–	–	0.01%	139
2020 Q1	$23K	Sell	141 -27	-16%	-$4.95K	0.01%	151
2019 Q4	$33K	Hold	168	–	–	0.01%	154
2019 Q3	$30K	Buy	+168	New	+$29.1K	0.01%	159

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital Directions Investment Advisors's ISRG Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Intuitive Surgical (ISRG) in Q4 2022: 141 shares worth $37.4K. The stake represents 0.01% of the portfolio and ranks #135 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in ISRG as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in ISRG in Q3 2019 and has held it in 11 quarters since. The position peaked at $47K in Q3 2021. 1,438 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

Capital Directions Investment Advisors held 141 shares of Intuitive Surgical worth $37.4K as of Q4 2022.
Intuitive Surgical was a new Capital Directions Investment Advisors position in Q4 2022.
Intuitive Surgical made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #135 holding.
Capital Directions Investment Advisors first reported a position in Intuitive Surgical in Q3 2019 and has held it in 11 quarters since.
Capital Directions Investment Advisors's Intuitive Surgical position peaked at $47K in Q3 2021.
1,438 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.