Moser Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Moser Wealth Advisors’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	-15	Closed	-$3K	–	138
2022 Q3	$3K	Buy	+15	New	+$3.22K	﹤0.01%	127

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Moser Wealth Advisors's ISRG Position: Q4 2022 in Review

Moser Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 15 shares — an estimated $3K sold.

Moser Wealth Advisors first reported a position in ISRG in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 1,438 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

Moser Wealth Advisors reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
Moser Wealth Advisors sold 15 Intuitive Surgical shares in Q4 2022, an estimated $3K.
Moser Wealth Advisors first reported a position in Intuitive Surgical in Q3 2022 and held it in 1 quarter.
Moser Wealth Advisors's Intuitive Surgical position peaked at $3K in Q3 2022.
1,438 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Moser Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.