Johanson Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Johanson Financial 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
2021 Q4	$2.17M	Sell	6,032 -235	-4%	-$80.9K	0.66%	39
2021 Q3	$2.08M	Buy	6,267 +75	+1%	+$25.2K	0.72%	36
2021 Q2	$1.97M	Sell	6,192 -2,775	-31%	-$779K	0.67%	37
2021 Q1	$2.35M	Buy	8,967 +7,524	+521%	+$1.89M	0.86%	31
2020 Q4	$394K	Sell	1,443 -30	-2%	-$7.45K	0.16%	87
2020 Q3	$347K	Sell	1,473 -456	-24%	-$102K	0.16%	86
2020 Q2	$366K	Sell	1,929 -9	-0.5%	-$1.61K	0.18%	77
2020 Q1	$320K	Sell	1,938 -1,321,059	-100%	-$242M	0.18%	73
2019 Q4	$746K	Buy	+1,322,997	New	+$248M	0.04%	163

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Johanson Financial Advisors's ISRG Position: Q4 2021 in Review

Johanson Financial Advisors reduced its Intuitive Surgical (ISRG) stake by 3.7% in Q4 2021, selling an estimated $80.9K and leaving 6,032 shares worth $2.17M. The position accounts for 0.66% of the portfolio, ranked #39.

Johanson Financial Advisors first reported a position in ISRG in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.35M in Q1 2021. 1,533 funds tracked by Wall St. Rank hold ISRG as of Q4 2021.

Johanson Financial Advisors held 6,032 shares of Intuitive Surgical worth $2.17M as of Q4 2021.
Johanson Financial Advisors sold 235 Intuitive Surgical shares in Q4 2021, an estimated $80.9K.
Intuitive Surgical made up 0.66% of Johanson Financial Advisors's portfolio in Q4 2021, its #39 holding.
Johanson Financial Advisors first reported a position in Intuitive Surgical in Q4 2019 and has held it in 9 quarters since.
Johanson Financial Advisors's Intuitive Surgical position peaked at $2.35M in Q1 2021.
1,533 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.