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Professional Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Professional Financial 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
-27
Closed -$5K – 265
2022
Q3 		$5K Hold
27
– – ﹤0.01% 363
2022
Q2 		$5K Sell
27
-5
-16% -$1.17K ﹤0.01% 369
2022
Q1 		$10K Buy
32
+17
+113% +$4.97K ﹤0.01% 313
2021
Q4 		$5K Sell
15
-24
-62% -$8.26K ﹤0.01% 380
2021
Q3 		$13K Sell
39
-1,077
-97% -$362K 0.01% 246
2021
Q2 		$343K Buy
+1,116
New +$313K 0.19% 69

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Professional Financial Advisors's ISRG Position: Q4 2022 in Review

Professional Financial Advisors sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 27 shares — an estimated $5K sold.

Professional Financial Advisors first reported a position in ISRG in Q2 2021 and held it in 6 quarters. The position peaked at $343K in Q2 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • Professional Financial Advisors reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 27 Intuitive Surgical shares in Q4 2022, an estimated $5K.
  • Professional Financial Advisors first reported a position in Intuitive Surgical in Q2 2021 and held it in 6 quarters.
  • Professional Financial Advisors's Intuitive Surgical position peaked at $343K in Q2 2021.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.