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John W. Brooker & Co’s Intuitive Surgical ISRG Stock Holding History

John W. Brooker & Co’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
Q4 		– Sell
-27
Closed -$5K – 113
2022
Q3 		$5K Hold
27
– – ﹤0.01% 162
2022
Q2 		$5K Hold
27
– – ﹤0.01% 161
2022
Q1 		$8K Hold
27
– – ﹤0.01% 151
2021
Q4 		$10K Buy
+27
New +$9.29K 0.01% 146

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

John W. Brooker & Co's ISRG Position: Q4 2022 in Review

John W. Brooker & Co sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 27 shares — an estimated $5K sold.

John W. Brooker & Co first reported a position in ISRG in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • John W. Brooker & Co reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
  • John W. Brooker & Co sold 27 Intuitive Surgical shares in Q4 2022, an estimated $5K.
  • John W. Brooker & Co first reported a position in Intuitive Surgical in Q4 2021 and held it in 4 quarters.
  • John W. Brooker & Co's Intuitive Surgical position peaked at $10K in Q4 2021.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.