Clearview Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Clearview Wealth 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	-33	Closed	-$11.3K	–	367
2023 Q2	$11.3K	Hold	33	–	–	0.01%	347
2023 Q1	$8.43K	Hold	33	–	–	0.01%	390
2022 Q4	$8.76K	Hold	33	–	–	0.01%	346
2022 Q3	$6K	Hold	33	–	–	﹤0.01%	393
2022 Q2	$7K	Hold	33	–	–	0.01%	401
2022 Q1	$10K	Hold	33	–	–	0.01%	384
2021 Q4	$12K	Hold	33	–	–	0.01%	384
2021 Q3	$11K	Buy	33 +18	+120%	+$6.04K	0.01%	404
2021 Q2	$5K	Hold	15	–	–	﹤0.01%	510
2021 Q1	$4K	Hold	15	–	–	﹤0.01%	508
2020 Q4	$4K	Buy	+15	New	+$3.73K	﹤0.01%	465

Other funds holding ISRG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearview Wealth Advisors's ISRG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 33 shares — an estimated $11.3K sold.

Clearview Wealth Advisors first reported a position in ISRG in Q4 2020 and held it in 11 quarters. The position peaked at $12K in Q4 2021. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

Clearview Wealth Advisors reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 33 Intuitive Surgical shares in Q3 2023, an estimated $11.3K.
Clearview Wealth Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Intuitive Surgical position peaked at $12K in Q4 2021.
1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.