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Heritage Wealth Management (Texas)’s Intuitive Surgical ISRG Stock Holding History

Heritage Wealth Management (Texas)’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
-1,255
Closed -$333K – 28
2022
Q4 		$333K Buy
+1,255
New +$306K 0.34% 21

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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

Heritage Wealth Management (Texas)'s ISRG Position: Q1 2023 in Review

Heritage Wealth Management (Texas) sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 1,255 shares — an estimated $333K sold.

Heritage Wealth Management (Texas) first reported a position in ISRG in Q4 2022 and held it in 1 quarter. The position peaked at $333K in Q4 2022. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • Heritage Wealth Management (Texas) reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Management (Texas) sold 1,255 Intuitive Surgical shares in Q1 2023, an estimated $333K.
  • Heritage Wealth Management (Texas) first reported a position in Intuitive Surgical in Q4 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Texas)'s Intuitive Surgical position peaked at $333K in Q4 2022.
  • 1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2023, filed 3 May 2023.