IAM Advisory’s Intuitive Surgical ISRG Stock Holding History

IAM 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
2022 Q2	–	Sell	-4,286	Closed	-$1.29M	–	82
2022 Q1	$1.29M	Sell	4,286 -16	-0.4%	-$4.67K	0.53%	28
2021 Q4	$1.4M	Sell	4,302 -8,919	-67%	-$3.07M	0.55%	25
2021 Q3	$1.43M	Buy	+13,221	New	+$4.44M	0.61%	25
2021 Q2	–	Sell	-4,356	Closed	-$1.26M	–	67
2021 Q1	$1.26M	Buy	4,356 +57	+1%	+$14.3K	0.55%	24
2020 Q4	$1.07M	Buy	+4,299	New	+$1.07M	0.54%	27

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IAM Advisory's ISRG Position: Q2 2022 in Review

IAM Advisory sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 4,286 shares — an estimated $1.29M sold.

IAM Advisory first reported a position in ISRG in Q4 2020 and held it in 5 quarters. The position peaked at $1.43M in Q3 2021. 1,325 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

IAM Advisory reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
IAM Advisory sold 4,286 Intuitive Surgical shares in Q2 2022, an estimated $1.29M.
IAM Advisory first reported a position in Intuitive Surgical in Q4 2020 and held it in 5 quarters.
IAM Advisory's Intuitive Surgical position peaked at $1.43M in Q3 2021.
1,325 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on IAM Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.