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Core Wealth Advisors (Florida)’s Intuitive Surgical ISRG Stock Holding History

Core Wealth Advisors (Florida)’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
Q1 		– Sell
-3,081
Closed -$1.11M – 210
2021
Q4 		$1.11M Buy
+3,081
New +$1.06M 0.66% 16
2021
Q1 		– Sell
-75
Closed -$20K – 188
2020
Q4 		$20K Buy
+75
New +$18.6K 0.02% 93

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ISRG Position: Q1 2022 in Review

Core Wealth Advisors (Florida) sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 3,081 shares — an estimated $1.11M sold.

Core Wealth Advisors (Florida) first reported a position in ISRG in Q4 2020 and held it in 2 quarters. The position peaked at $1.11M in Q4 2021. 1,469 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • Core Wealth Advisors (Florida) reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 3,081 Intuitive Surgical shares in Q1 2022, an estimated $1.11M.
  • Core Wealth Advisors (Florida) first reported a position in Intuitive Surgical in Q4 2020 and held it in 2 quarters.
  • Core Wealth Advisors (Florida)'s Intuitive Surgical position peaked at $1.11M in Q4 2021.
  • 1,469 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2022, filed 16 May 2022.