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Lumature Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

Lumature Wealth Partners’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
Q1 		– Sell
-15
Closed -$3.98K – 408
2022
Q4 		$3.98K Hold
15
– – ﹤0.01% 346
2022
Q3 		$3K Sell
15
-15
-50% -$3.22K ﹤0.01% 365
2022
Q2 		$6K Sell
30
-2,778
-99% -$652K ﹤0.01% 350
2022
Q1 		$847K Sell
2,808
-61
-2% -$17.8K 0.34% 63
2021
Q4 		$1.03M Buy
2,869
+148
+5% +$50.9K 0.4% 56
2021
Q3 		$902K Buy
2,721
+81
+3% +$27.2K 0.37% 61
2021
Q2 		$809K Buy
2,640
+129
+5% +$36.2K 0.33% 64
2021
Q1 		$618K Buy
+2,511
New +$632K 0.32% 68

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lumature Wealth Partners's ISRG Position: Q1 2023 in Review

Lumature Wealth Partners sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 15 shares — an estimated $3.98K sold.

Lumature Wealth Partners first reported a position in ISRG in Q1 2021 and held it in 8 quarters. The position peaked at $1.03M in Q4 2021. 1,412 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • Lumature Wealth Partners reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
  • Lumature Wealth Partners sold 15 Intuitive Surgical shares in Q1 2023, an estimated $3.98K.
  • Lumature Wealth Partners first reported a position in Intuitive Surgical in Q1 2021 and held it in 8 quarters.
  • Lumature Wealth Partners's Intuitive Surgical position peaked at $1.03M in Q4 2021.
  • 1,412 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Lumature Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.