Legacy Financial Group (Iowa)
ISRG icon

Legacy Financial Group (Iowa)’s Intuitive Surgical ISRG Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-7
Closed -$2.05K – 261
2023
Q3 		$2.05K Buy
+7
New +$2.19K ﹤0.01% 463

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State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ISRG Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 7 shares — an estimated $2.05K sold.

Legacy Financial Group (Iowa) first reported a position in ISRG in Q3 2023 and held it in 1 quarter. The position peaked at $2.05K in Q3 2023. 1,674 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 7 Intuitive Surgical shares in Q4 2023, an estimated $2.05K.
  • Legacy Financial Group (Iowa) first reported a position in Intuitive Surgical in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Intuitive Surgical position peaked at $2.05K in Q3 2023.
  • 1,674 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.