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Essex Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Essex Private 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
2022
Q1 		– Sell
-660
Closed -$237K – 47
2021
Q4 		$237K Hold
660
– – 0.2% 57
2021
Q3 		$219K Sell
660
-105
-14% -$35.3K 0.2% 64
2021
Q2 		$235K Buy
+765
New +$215K 0.21% 59
2021
Q1 		– Sell
-843
Closed -$229K – 65
2020
Q4 		$229K Buy
+843
New +$209K 0.22% 59

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 $865B AUM 30.76% 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 $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 $609B AUM 40.19% 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

Essex Private Wealth Management's ISRG Position: Q1 2022 in Review

Essex Private Wealth Management sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 660 shares — an estimated $237K sold.

Essex Private Wealth Management first reported a position in ISRG in Q4 2020 and held it in 4 quarters. The position peaked at $237K in Q4 2021. 1,469 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • Essex Private Wealth Management reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
  • Essex Private Wealth Management sold 660 Intuitive Surgical shares in Q1 2022, an estimated $237K.
  • Essex Private Wealth Management first reported a position in Intuitive Surgical in Q4 2020 and held it in 4 quarters.
  • Essex Private Wealth Management's Intuitive Surgical position peaked at $237K in Q4 2021.
  • 1,469 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.