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Kore Private Wealth’s Intuitive Surgical ISRG Stock Holding History

Kore Private Wealth’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 		– Sell
-1,860
Closed -$616K – 388
2021
Q3 		$616K Buy
1,860
+531
+40% +$178K 0.06% 204
2021
Q2 		$407K Buy
1,329
+453
+52% +$127K 0.05% 255
2021
Q1 		$216K Buy
+876
New +$220K 0.03% 333
2020
Q3 		– Sell
-291
Closed -$55K – 671
2020
Q2 		$55K Buy
291
+12
+4% +$2.15K 0.01% 438
2020
Q1 		$46K Buy
279
+231
+481% +$42.3K 0.01% 433
2019
Q4 		$9K Buy
+48
New +$8.99K ﹤0.01% 765

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kore Private Wealth's ISRG Position: Q4 2021 in Review

Kore Private Wealth sold out of Intuitive Surgical (ISRG) in Q4 2021, closing a stake of 1,860 shares — an estimated $616K sold.

Kore Private Wealth first reported a position in ISRG in Q4 2019 and held it in 6 quarters. The position peaked at $616K in Q3 2021. 1,533 funds tracked by Wall St. Rank hold ISRG as of Q4 2021.

  • Kore Private Wealth reported no remaining Intuitive Surgical position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 1,860 Intuitive Surgical shares in Q4 2021, an estimated $616K.
  • Kore Private Wealth first reported a position in Intuitive Surgical in Q4 2019 and held it in 6 quarters.
  • Kore Private Wealth's Intuitive Surgical position peaked at $616K in Q3 2021.
  • 1,533 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.