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Laurel Wealth Advisors (California)’s Intuitive Surgical ISRG Stock Holding History

Laurel Wealth Advisors (California)’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 		$391K Sell
1,474
-2
-0.1% -$488 0.04% 425
2022
Q3 		$277K Sell
1,476
-1,912
-56% -$411K 0.03% 504
2022
Q2 		$680K Sell
3,388
-450
-12% -$106K 0.07% 286
2022
Q1 		$1.16M Sell
3,838
-55
-1% -$16.1K 0.1% 221
2021
Q4 		$1.4M Buy
3,893
+2,888
+287% +$994K 0.11% 187
2021
Q3 		$333K Sell
1,005
-153
-13% -$51.4K 0.06% 313
2021
Q2 		$355K Buy
1,158
+120
+12% +$33.7K 0.05% 359
2021
Q1 		$256K Sell
1,038
-18
-2% -$4.53K 0.04% 386
2020
Q4 		$288K Buy
1,056
+36
+4% +$8.94K 0.04% 346
2020
Q3 		$241K Buy
+1,020
New +$229K 0.04% 346
2018
Q4 		– Sell
-1,845
Closed -$353K – 388
2018
Q3 		$353K Sell
1,845
-12
-0.6% -$2.13K 0.09% 244
2018
Q2 		$296K Sell
1,857
-144
-7% -$22K 0.08% 258
2018
Q1 		$275K Buy
+2,001
New +$279K 0.09% 262

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

Laurel Wealth Advisors (California)'s ISRG Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Intuitive Surgical (ISRG) stake by 0.14% in Q4 2022, selling an estimated $488 and leaving 1,474 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #425.

Laurel Wealth Advisors (California) first reported a position in ISRG in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.4M in Q4 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,474 shares of Intuitive Surgical worth $391K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 2 Intuitive Surgical shares in Q4 2022, an estimated $488.
  • Intuitive Surgical made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #425 holding.
  • Laurel Wealth Advisors (California) first reported a position in Intuitive Surgical in Q1 2018 and has held it in 13 quarters since.
  • Laurel Wealth Advisors (California)'s Intuitive Surgical position peaked at $1.4M in Q4 2021.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.