IVC Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

IVC Wealth 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
2024 Q1	–	Sell	-987	Closed	-$333K	–	167
2023 Q4	$333K	Sell	987 -8	-0.8%	-$2.38K	0.21%	104
2023 Q3	$291K	Hold	995	–	–	0.19%	111
2023 Q2	$340K	Hold	995	–	–	0.22%	104
2023 Q1	$254K	Sell	995 -105	-10%	-$25.9K	0.18%	118
2022 Q4	$292K	Sell	1,100 -19	-2%	-$4.63K	0.22%	110
2022 Q3	$210K	Sell	1,119 -11	-1%	-$2.36K	0.17%	132
2022 Q2	$227K	Sell	1,130 -249	-18%	-$58.4K	0.18%	126
2022 Q1	$416K	Buy	1,379 +35	+3%	+$10.2K	0.27%	91
2021 Q4	$483K	Buy	1,344 +9	+0.7%	+$3.1K	0.31%	83
2021 Q3	$442K	Hold	1,335	–	–	0.3%	84
2021 Q2	$409K	Buy	1,335 +90	+7%	+$25.2K	0.29%	87
2021 Q1	$307K	Buy	1,245 +15	+1%	+$3.77K	0.24%	96
2020 Q4	$335K	Buy	+1,230	New	+$305K	0.32%	82

Other funds holding ISRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IVC Wealth Advisors's ISRG Position: Q1 2024 in Review

IVC Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 987 shares — an estimated $333K sold.

IVC Wealth Advisors first reported a position in ISRG in Q4 2020 and held it in 13 quarters. The position peaked at $483K in Q4 2021. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

IVC Wealth Advisors reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
IVC Wealth Advisors sold 987 Intuitive Surgical shares in Q1 2024, an estimated $333K.
IVC Wealth Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 13 quarters.
IVC Wealth Advisors's Intuitive Surgical position peaked at $483K in Q4 2021.
1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on IVC Wealth Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.