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Castle Rock Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Castle Rock Wealth Management’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
-1,704
Closed -$208K – 267
2021
Q3 		$208K Buy
+1,704
New +$572K 0.07% 248
2020
Q1 		– Sell
-2,877
Closed -$564K – 154
2019
Q4 		$564K Sell
2,877
-3
-0.1% -$562 0.51% 79
2019
Q3 		$523K Sell
2,880
-924
-24% -$160K 0.54% 67
2019
Q2 		$696K Buy
+3,804
New +$652K 0.77% 37
2018
Q3 		– Sell
-1,281
Closed -$204K – 124
2018
Q2 		$204K Buy
+1,281
New +$195K 0.28% 114

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

Castle Rock Wealth Management's ISRG Position: Q4 2021 in Review

Castle Rock Wealth Management sold out of Intuitive Surgical (ISRG) in Q4 2021, closing a stake of 1,704 shares — an estimated $208K sold.

Castle Rock Wealth Management first reported a position in ISRG in Q2 2018 and held it in 5 quarters. The position peaked at $696K in Q2 2019. 1,533 funds tracked by Wall St. Rank hold ISRG as of Q4 2021.

  • Castle Rock Wealth Management reported no remaining Intuitive Surgical position as of Q4 2021 after selling out during the quarter.
  • Castle Rock Wealth Management sold 1,704 Intuitive Surgical shares in Q4 2021, an estimated $208K.
  • Castle Rock Wealth Management first reported a position in Intuitive Surgical in Q2 2018 and held it in 5 quarters.
  • Castle Rock Wealth Management's Intuitive Surgical position peaked at $696K in Q2 2019.
  • 1,533 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2021.

Based on Castle Rock Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.