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Hibernia Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Hibernia Wealth Partners’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
Q4 		– Sell
-35
Closed -$10.2K – 199
2023
Q3 		$10.2K Buy
+35
New +$10.9K 0.01% 174

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hibernia Wealth Partners's ISRG Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 35 shares — an estimated $10.2K sold.

Hibernia Wealth Partners first reported a position in ISRG in Q3 2023 and held it in 1 quarter. The position peaked at $10.2K in Q3 2023. 1,674 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Hibernia Wealth Partners reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
  • Hibernia Wealth Partners sold 35 Intuitive Surgical shares in Q4 2023, an estimated $10.2K.
  • Hibernia Wealth Partners first reported a position in Intuitive Surgical in Q3 2023 and held it in 1 quarter.
  • Hibernia Wealth Partners's Intuitive Surgical position peaked at $10.2K in Q3 2023.
  • 1,674 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.