Evolution Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Evolution 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
2021 Q4	–	Sell	-60	Closed	-$20K	–	386
2021 Q3	$20K	Sell	60 -39	-39%	-$13.1K	﹤0.01%	315
2021 Q2	$30K	Sell	99 -51	-34%	-$14.3K	0.01%	253
2021 Q1	$37K	Buy	150 +51	+52%	+$12.8K	0.01%	226
2020 Q4	$27K	Sell	99 -12	-11%	-$2.98K	0.01%	229
2020 Q3	$26K	Hold	111	–	–	0.01%	245
2020 Q2	$21K	Buy	111 +3	+3%	+$538	0.01%	200
2020 Q1	$18K	Sell	108 -30	-22%	-$5.5K	0.01%	158
2019 Q4	$27K	Buy	138 +102	+283%	+$19.1K	0.01%	198
2019 Q3	$6K	Buy	+36	New	+$6.23K	﹤0.01%	252

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Evolution Wealth Advisors's ISRG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q4 2021, closing a stake of 60 shares — an estimated $20K sold.

Evolution Wealth Advisors first reported a position in ISRG in Q3 2019 and held it in 9 quarters. The position peaked at $37K in Q1 2021. 1,533 funds tracked by Wall St. Rank hold ISRG as of Q4 2021.

Evolution Wealth Advisors reported no remaining Intuitive Surgical position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 60 Intuitive Surgical shares in Q4 2021, an estimated $20K.
Evolution Wealth Advisors first reported a position in Intuitive Surgical in Q3 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Intuitive Surgical position peaked at $37K in Q1 2021.
1,533 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.