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IndexIQ Advisors’s Intuitive Surgical ISRG Stock Holding History

IndexIQ Advisors’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
Q1 		$1.79M Sell
5,926
-8
-0.1% -$2.34K 0.06% 232
2021
Q4 		$2.13M Sell
5,934
-180
-3% -$61.9K 0.07% 223
2021
Q3 		$2.03M Buy
6,114
+297
+5% +$99.7K 0.07% 239
2021
Q2 		$1.78M Buy
5,817
+210
+4% +$58.9K 0.06% 227
2021
Q1 		$1.38M Buy
5,607
+729
+15% +$183K 0.05% 235
2020
Q4 		$1.33M Buy
+4,878
New +$1.21M 0.05% 211

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

IndexIQ Advisors's ISRG Position: Q1 2022 in Review

IndexIQ Advisors reduced its Intuitive Surgical (ISRG) stake by 0.13% in Q1 2022, selling an estimated $2.34K and leaving 5,926 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #232.

IndexIQ Advisors first reported a position in ISRG in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.13M in Q4 2021. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • IndexIQ Advisors held 5,926 shares of Intuitive Surgical worth $1.79M as of Q1 2022.
  • IndexIQ Advisors sold 8 Intuitive Surgical shares in Q1 2022, an estimated $2.34K.
  • Intuitive Surgical made up 0.06% of IndexIQ Advisors's portfolio in Q1 2022, its #232 holding.
  • IndexIQ Advisors first reported a position in Intuitive Surgical in Q4 2020 and has held it in 6 quarters since.
  • IndexIQ Advisors's Intuitive Surgical position peaked at $2.13M in Q4 2021.
  • 1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.