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Ropes Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Ropes 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
2023
Q3 		$343K Sell
1,174
-39
-3% -$12.2K 0.07% 197
2023
Q2 		$415K Sell
1,213
-3
-0.2% -$908 0.07% 189
2023
Q1 		$311K Buy
1,216
+6
+0.5% +$1.48K 0.06% 213
2022
Q4 		$321K Buy
+1,210
New +$295K 0.06% 209
2022
Q3 		– Sell
-1,052
Closed -$211K – 269
2022
Q2 		$211K Buy
1,052
+9
+0.9% +$2.11K 0.04% 255
2022
Q1 		$315K Sell
1,043
-265
-20% -$77.4K 0.05% 238
2021
Q4 		$470K Sell
1,308
-255
-16% -$87.7K 0.08% 174
2021
Q3 		$518K Buy
1,563
+93
+6% +$31.2K 0.08% 174
2021
Q2 		$451K Sell
1,470
-30
-2% -$8.42K 0.07% 183
2021
Q1 		$418K Buy
1,500
+174
+13% +$43.8K 0.07% 176
2020
Q4 		$362K Sell
1,326
-3
-0.2% -$745 0.06% 178
2020
Q3 		$314K Hold
1,329
– – 0.06% 169
2020
Q2 		$252K Hold
1,329
– – 0.05% 176
2020
Q1 		$219K Buy
1,329
+147
+12% +$26.9K 0.06% 170
2019
Q4 		$233K Buy
1,182
+1,065
+910% +$199K 0.05% 199
2019
Q3 		$21K Buy
+117
New +$20.2K ﹤0.01% 427

Other funds holding ISRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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

Ropes Wealth Advisors's ISRG Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Intuitive Surgical (ISRG) stake by 3.2% in Q3 2023, selling an estimated $12.2K and leaving 1,174 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #197.

Ropes Wealth Advisors first reported a position in ISRG in Q3 2019 and has held it in 16 quarters since. The position peaked at $518K in Q3 2021. 1,549 funds tracked by Wall St. Rank hold ISRG as of Q3 2023.

  • Ropes Wealth Advisors held 1,174 shares of Intuitive Surgical worth $343K as of Q3 2023.
  • Ropes Wealth Advisors sold 39 Intuitive Surgical shares in Q3 2023, an estimated $12.2K.
  • Intuitive Surgical made up 0.07% of Ropes Wealth Advisors's portfolio in Q3 2023, its #197 holding.
  • Ropes Wealth Advisors first reported a position in Intuitive Surgical in Q3 2019 and has held it in 16 quarters since.
  • Ropes Wealth Advisors's Intuitive Surgical position peaked at $518K in Q3 2021.
  • 1,549 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.