Selective Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-57	Closed	-$11K	–	417
2022 Q3	$11K	Sell	57 -150	-72%	-$32.2K	﹤0.01%	506
2022 Q2	$42K	Hold	207	–	–	0.01%	352
2022 Q1	$62K	Hold	207	–	–	0.02%	270
2021 Q4	$74K	Sell	207 -150	-42%	-$51.6K	0.03%	229
2021 Q3	$118K	Buy	357 +300	+526%	+$101K	0.06%	154
2021 Q2	$17K	Hold	57	–	–	0.01%	294
2021 Q1	$14K	Hold	57	–	–	0.01%	222
2020 Q4	$16K	Hold	57	–	–	0.01%	202
2020 Q3	$13K	Hold	57	–	–	0.01%	186
2020 Q2	$11K	Hold	57	–	–	0.01%	232
2020 Q1	$9K	Hold	57	–	–	0.01%	159
2019 Q4	$11K	Hold	57	–	–	0.01%	154
2019 Q3	$10K	Buy	+57	New	+$9.86K	0.01%	168

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

Selective Wealth Management's ISRG Position: Q4 2022 in Review

Selective Wealth Management sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 57 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in ISRG in Q3 2019 and held it in 13 quarters. The position peaked at $118K in Q3 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

Selective Wealth Management reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 57 Intuitive Surgical shares in Q4 2022, an estimated $11K.
Selective Wealth Management first reported a position in Intuitive Surgical in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Intuitive Surgical position peaked at $118K in Q3 2021.
1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.