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DCM Advisors’s Intuitive Surgical ISRG Stock Holding History

DCM 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
Q2 		– Sell
-2,000
Closed -$603K – 218
2022
Q1 		$603K Sell
2,000
-3,024
-60% -$883K 0.21% 111
2021
Q4 		$1.8M Sell
5,024
-835
-14% -$287K 0.53% 48
2021
Q3 		$1.94M Buy
5,859
+609
+12% +$205K 0.75% 24
2021
Q2 		$1.61M Buy
5,250
+3,750
+250% +$1.05M 0.91% 19
2021
Q1 		$369K Buy
1,500
+690
+85% +$174K 0.21% 133
2020
Q4 		$221K Buy
+810
New +$201K 0.13% 171

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCM Advisors's ISRG Position: Q2 2022 in Review

DCM Advisors sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 2,000 shares — an estimated $603K sold.

DCM Advisors first reported a position in ISRG in Q4 2020 and held it in 6 quarters. The position peaked at $1.94M in Q3 2021. 1,325 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • DCM Advisors reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
  • DCM Advisors sold 2,000 Intuitive Surgical shares in Q2 2022, an estimated $603K.
  • DCM Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 6 quarters.
  • DCM Advisors's Intuitive Surgical position peaked at $1.94M in Q3 2021.
  • 1,325 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on DCM Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.