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Personal Capital Advisors’s Intuitive Surgical ISRG Stock Holding History

Personal Capital 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 		$420K Sell
1,584
-183
-10% -$44.6K ﹤0.01% 327
2022
Q3 		$331K Buy
1,767
+223
+14% +$47.9K ﹤0.01% 340
2022
Q2 		$310K Sell
1,544
-59
-4% -$13.8K ﹤0.01% 348
2022
Q1 		$484K Sell
1,603
-145
-8% -$42.4K ﹤0.01% 312
2021
Q4 		$608K Buy
1,748
+275
+19% +$94.6K ﹤0.01% 305
2021
Q3 		$488K Buy
1,473
+123
+9% +$41.3K ﹤0.01% 314
2021
Q2 		$414K Sell
1,350
-54
-4% -$15.1K ﹤0.01% 339
2021
Q1 		$346K Sell
1,404
-462
-25% -$116K ﹤0.01% 363
2020
Q4 		$509K Buy
1,866
+636
+52% +$158K ﹤0.01% 296
2020
Q3 		$291K Buy
+1,230
New +$276K ﹤0.01% 334
2020
Q1 		– Sell
-1,461
Closed -$288K – 371
2019
Q4 		$288K Buy
+1,461
New +$274K ﹤0.01% 332

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Personal Capital Advisors's ISRG Position: Q4 2022 in Review

Personal Capital Advisors reduced its Intuitive Surgical (ISRG) stake by 10% in Q4 2022, selling an estimated $44.6K and leaving 1,584 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Personal Capital Advisors first reported a position in ISRG in Q4 2019 and has held it in 11 quarters since. The position peaked at $608K in Q4 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • Personal Capital Advisors held 1,584 shares of Intuitive Surgical worth $420K as of Q4 2022.
  • Personal Capital Advisors sold 183 Intuitive Surgical shares in Q4 2022, an estimated $44.6K.
  • Intuitive Surgical made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #327 holding.
  • Personal Capital Advisors first reported a position in Intuitive Surgical in Q4 2019 and has held it in 11 quarters since.
  • Personal Capital Advisors's Intuitive Surgical position peaked at $608K in Q4 2021.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.