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RFP Financial Group’s Intuitive Surgical ISRG Stock Holding History

RFP Financial Group’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
2024
Q3 		– Sell
-94
Closed -$41.8K – 444
2024
Q2 		$41.8K Hold
94
– – 0.02% 251
2024
Q1 		$37.5K Buy
94
+14
+18% +$5.29K 0.01% 242
2023
Q4 		$27K Hold
80
– – 0.01% 263
2023
Q3 		$23.4K Hold
80
– – 0.01% 274
2023
Q2 		$27.4K Buy
80
+50
+167% +$15.1K 0.01% 278
2023
Q1 		$7.66K Sell
30
-36
-55% -$8.87K 0.01% 321
2022
Q4 		$17.5K Buy
+66
New +$16.1K 0.01% 303

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RFP Financial Group's ISRG Position: Q3 2024 in Review

RFP Financial Group sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 94 shares — an estimated $41.8K sold.

RFP Financial Group first reported a position in ISRG in Q4 2022 and held it in 7 quarters. The position peaked at $41.8K in Q2 2024. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

  • RFP Financial Group reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 94 Intuitive Surgical shares in Q3 2024, an estimated $41.8K.
  • RFP Financial Group first reported a position in Intuitive Surgical in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Intuitive Surgical position peaked at $41.8K in Q2 2024.
  • 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.