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Okabena Investment Services’s Intuitive Surgical ISRG Stock Holding History

Okabena Investment Services’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
Q3 		– Sell
-27
Closed -$9.23K – 121
2023
Q2 		$9.23K Buy
+27
New +$8.17K 0.01% 137

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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
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
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
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

Okabena Investment Services's ISRG Position: Q3 2023 in Review

Okabena Investment Services sold out of Intuitive Surgical (ISRG) in Q3 2023, closing a stake of 27 shares — an estimated $9.23K sold.

Okabena Investment Services first reported a position in ISRG in Q2 2023 and held it in 1 quarter. The position peaked at $9.23K in Q2 2023. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Okabena Investment Services reported no remaining Intuitive Surgical position as of Q3 2023 after selling out during the quarter.
  • Okabena Investment Services sold 27 Intuitive Surgical shares in Q3 2023, an estimated $9.23K.
  • Okabena Investment Services first reported a position in Intuitive Surgical in Q2 2023 and held it in 1 quarter.
  • Okabena Investment Services's Intuitive Surgical position peaked at $9.23K in Q2 2023.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.