Silverlake Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Silverlake 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
2023 Q4	–	Sell	-1,548	Closed	-$452K	–	239
2023 Q3	$452K	Buy	1,548 +380	+33%	+$119K	0.25%	105
2023 Q2	$399K	Hold	1,168	–	–	0.22%	117
2023 Q1	$298K	Hold	1,168	–	–	0.18%	145
2022 Q4	$310K	Hold	1,168	–	–	0.19%	134
2022 Q3	$219K	Buy	1,168 +14	+1%	+$3.01K	0.15%	173
2022 Q2	$232K	Buy	1,154 +6	+0.5%	+$1.41K	0.15%	167
2022 Q1	$346K	Buy	1,148 +14	+1%	+$4.09K	0.2%	142
2021 Q4	$407K	Buy	+1,134	New	+$390K	0.22%	115

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Silverlake Wealth Management's ISRG Position: Q4 2023 in Review

Silverlake Wealth Management sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 1,548 shares — an estimated $452K sold.

Silverlake Wealth Management first reported a position in ISRG in Q4 2021 and held it in 8 quarters. The position peaked at $452K in Q3 2023. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

Silverlake Wealth Management reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
Silverlake Wealth Management sold 1,548 Intuitive Surgical shares in Q4 2023, an estimated $452K.
Silverlake Wealth Management first reported a position in Intuitive Surgical in Q4 2021 and held it in 8 quarters.
Silverlake Wealth Management's Intuitive Surgical position peaked at $452K in Q3 2023.
1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Silverlake Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.