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Dixon Hughes Goodman Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$89K Hold
294
– – 0.03% 259
2021
Q4 		$106K Buy
+294
New +$101K 0.03% 202

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's ISRG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Intuitive Surgical (ISRG) position steady in Q1 2022 at 294 shares worth $89K. The position accounts for 0.03% of the portfolio, ranked #259.

Dixon Hughes Goodman Wealth Advisors first reported a position in ISRG in Q4 2021 and has held it in 2 quarters since. The position peaked at $106K in Q4 2021. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 294 shares of Intuitive Surgical worth $89K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Intuitive Surgical share count unchanged in Q1 2022.
  • Intuitive Surgical made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #259 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Intuitive Surgical in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Intuitive Surgical position peaked at $106K in Q4 2021.
  • 1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.