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Foresight Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Foresight 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
Q4 		– Sell
-2,221
Closed -$416K – 53
2022
Q3 		$416K Buy
2,221
+154
+7% +$33.1K 0.1% 69
2022
Q2 		$415K Buy
2,067
+192
+10% +$45K 0.09% 69
2022
Q1 		$566K Hold
1,875
– – 0.1% 68
2021
Q4 		$674K Buy
1,875
+3
+0.2% +$1.03K 0.01% 63
2021
Q3 		$620K Sell
1,872
-93
-5% -$31.2K 0.12% 60
2021
Q2 		$602K Buy
1,965
+6
+0.3% +$1.68K 0.13% 70
2021
Q1 		$483K Buy
1,959
+45
+2% +$11.3K 0.12% 74
2020
Q4 		$522K Sell
1,914
-438
-19% -$109K 0.14% 62
2020
Q3 		$556K Buy
2,352
+219
+10% +$49.2K 0.19% 55
2020
Q2 		$405K Buy
2,133
+186
+10% +$33.3K 0.18% 60
2020
Q1 		$321K Buy
1,947
+405
+26% +$74.2K 0.22% 60
2019
Q4 		$304K Buy
1,542
+66
+4% +$12.4K 0.19% 70
2019
Q3 		$266K Buy
1,476
+108
+8% +$18.7K 0.19% 79
2019
Q2 		$239K Buy
1,368
+84
+7% +$14.4K 0.18% 85
2019
Q1 		$244K Buy
+1,284
New +$228K 0.21% 79

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Foresight Wealth Management's ISRG Position: Q4 2022 in Review

Foresight Wealth Management sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 2,221 shares — an estimated $416K sold.

Foresight Wealth Management first reported a position in ISRG in Q1 2019 and held it in 15 quarters. The position peaked at $674K in Q4 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • Foresight Wealth Management reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 2,221 Intuitive Surgical shares in Q4 2022, an estimated $416K.
  • Foresight Wealth Management first reported a position in Intuitive Surgical in Q1 2019 and held it in 15 quarters.
  • Foresight Wealth Management's Intuitive Surgical position peaked at $674K in Q4 2021.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.