My Personal CFO LLC’s Intuitive Surgical ISRG Stock Holding History

My Personal CFO LLC’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	-16	Closed	-$4.25K	–	433
2022 Q4	$4.25K	Buy	+16	New	+$3.9K	﹤0.01%	388

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

My Personal CFO LLC's ISRG Position: Q1 2023 in Review

My Personal CFO LLC sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 16 shares — an estimated $4.25K sold.

My Personal CFO LLC first reported a position in ISRG in Q4 2022 and held it in 1 quarter. The position peaked at $4.25K in Q4 2022. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

My Personal CFO LLC reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 16 Intuitive Surgical shares in Q1 2023, an estimated $4.25K.
My Personal CFO LLC first reported a position in Intuitive Surgical in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Intuitive Surgical position peaked at $4.25K in Q4 2022.
1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.