Retirement Solution’s Intuitive Surgical ISRG Stock Holding History

Retirement Solution’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 Q1	–	Sell	-2,754	Closed	-$751K	–	39
2020 Q4	$751K	Buy	+2,754	New	+$684K	0.49%	16

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Retirement Solution's ISRG Position: Q1 2021 in Review

Retirement Solution sold out of Intuitive Surgical (ISRG) in Q1 2021, closing a stake of 2,754 shares — an estimated $751K sold.

Retirement Solution first reported a position in ISRG in Q4 2020 and held it in 1 quarter. The position peaked at $751K in Q4 2020. 1,258 funds tracked by Wall St. Rank hold ISRG as of Q1 2021.

Retirement Solution reported no remaining Intuitive Surgical position as of Q1 2021 after selling out during the quarter.
Retirement Solution sold 2,754 Intuitive Surgical shares in Q1 2021, an estimated $751K.
Retirement Solution first reported a position in Intuitive Surgical in Q4 2020 and held it in 1 quarter.
Retirement Solution's Intuitive Surgical position peaked at $751K in Q4 2020.
1,258 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2021.

Based on Retirement Solution's 13F filing for Q1 2021, filed 17 Mar 2022.