RPg Family Wealth Advisory’s Intuitive Surgical ISRG Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-117	Closed	-$35.3K	–	203
2022 Q1	$35.3K	Sell	117 -36	-24%	-$10.5K	0.02%	172
2021 Q4	$55K	Hold	153	–	–	0.02%	160
2021 Q3	$50.7K	Hold	153	–	–	0.02%	170
2021 Q2	$46.9K	Buy	+153	New	+$42.9K	0.02%	173
2020 Q4	$41.7K	Sell	153 -60	-28%	-$14.9K	0.02%	173
2020 Q3	$50.4K	Hold	213	–	–	0.03%	162
2020 Q2	$40.5K	Hold	213	–	–	0.02%	168
2020 Q1	$35.2K	Sell	213 -195	-48%	-$35.7K	0.03%	158
2019 Q4	$80.4K	Hold	408	–	–	0.05%	131
2019 Q3	$73.4K	Hold	408	–	–	0.04%	137
2019 Q2	$71.3K	Hold	408	–	–	0.04%	139
2019 Q1	$77.6K	Buy	408 +345	+548%	+$61.3K	0.05%	135
2018 Q4	$10.1K	Hold	63	–	–	0.01%	225
2018 Q3	$12.1K	Hold	63	–	–	0.01%	230
2018 Q2	$10K	Buy	+63	New	+$9.61K	0.01%	228

Other funds holding ISRG

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

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

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

RPg Family Wealth Advisory's ISRG Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 117 shares — an estimated $35.3K sold.

RPg Family Wealth Advisory first reported a position in ISRG in Q2 2018 and held it in 15 quarters. The position peaked at $80.4K in Q4 2019. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 117 Intuitive Surgical shares in Q2 2022, an estimated $35.3K.
RPg Family Wealth Advisory first reported a position in Intuitive Surgical in Q2 2018 and held it in 15 quarters.
RPg Family Wealth Advisory's Intuitive Surgical position peaked at $80.4K in Q4 2019.
1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.