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Phoenix Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-15
Closed -$5K – 234
2021
Q3 		$5K Hold
15
– – ﹤0.01% 335
2021
Q2 		$5K Hold
15
– – ﹤0.01% 327
2021
Q1 		$4K Buy
+15
New +$3.77K ﹤0.01% 328

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Phoenix Wealth Advisors's ISRG Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q4 2021, closing a stake of 15 shares — an estimated $5K sold.

Phoenix Wealth Advisors first reported a position in ISRG in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 1,533 funds tracked by Wall St. Rank hold ISRG as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Intuitive Surgical position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 15 Intuitive Surgical shares in Q4 2021, an estimated $5K.
  • Phoenix Wealth Advisors first reported a position in Intuitive Surgical in Q1 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Intuitive Surgical position peaked at $5K in Q3 2021.
  • 1,533 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.