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Retirement Financial Solutions’s Intuitive Surgical ISRG Stock Holding History

Retirement Financial Solutions’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
-12
Closed -$3.18K – 129
2022
Q4 		$3.18K Buy
+12
New +$2.93K ﹤0.01% 192

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Retirement Financial Solutions's ISRG Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Intuitive Surgical (ISRG) in Q1 2023, closing a stake of 12 shares — an estimated $3.18K sold.

Retirement Financial Solutions first reported a position in ISRG in Q4 2022 and held it in 1 quarter. The position peaked at $3.18K in Q4 2022. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Intuitive Surgical position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 12 Intuitive Surgical shares in Q1 2023, an estimated $3.18K.
  • Retirement Financial Solutions first reported a position in Intuitive Surgical in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Intuitive Surgical position peaked at $3.18K in Q4 2022.
  • 1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.