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Goodwin Investment Advisory’s Intuitive Surgical ISRG Stock Holding History

Goodwin Investment Advisory’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
2023
Q1 		– Sell
-15
Closed -$3.98K – 150
2022
Q4 		$3.98K Hold
15
– – ﹤0.01% 180
2022
Q3 		$3K Hold
15
– – ﹤0.01% 188
2022
Q2 		$3.01K Hold
15
– – ﹤0.01% 140
2022
Q1 		$5K Buy
+15
New +$4.38K ﹤0.01% 168

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goodwin Investment Advisory's ISRG Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 15 shares — an estimated $3.98K sold.

Goodwin Investment Advisory first reported a position in ISRG in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 15 Intuitive Surgical shares in Q1 2023, an estimated $3.98K.
  • Goodwin Investment Advisory first reported a position in Intuitive Surgical in Q1 2022 and held it in 4 quarters.
  • Goodwin Investment Advisory's Intuitive Surgical position peaked at $5K in Q1 2022.
  • 1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.