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Freedman Financial Associates’s Intuitive Surgical ISRG Stock Holding History

Freedman Financial Associates’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
-620
Closed -$187K – 199
2022
Q1 		$187K Hold
620
– – 0.13% 79
2021
Q4 		$223K Sell
620
-100
-14% -$34.4K 0.15% 68
2021
Q3 		$239K Sell
720
-72
-9% -$24.2K 0.17% 55
2021
Q2 		$243K Buy
+792
New +$222K 0.18% 55

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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

Freedman Financial Associates's ISRG Position: Q2 2022 in Review

Freedman Financial Associates sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 620 shares — an estimated $187K sold.

Freedman Financial Associates first reported a position in ISRG in Q2 2021 and held it in 4 quarters. The position peaked at $243K in Q2 2021. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

  • Freedman Financial Associates reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 620 Intuitive Surgical shares in Q2 2022, an estimated $187K.
  • Freedman Financial Associates first reported a position in Intuitive Surgical in Q2 2021 and held it in 4 quarters.
  • Freedman Financial Associates's Intuitive Surgical position peaked at $243K in Q2 2021.
  • 1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.