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SkyOak Wealth’s Intuitive Surgical ISRG Stock Holding History

SkyOak Wealth’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
2021
Q3 		– Sell
-3,045
Closed -$933K – 241
2021
Q2 		$933K Hold
3,045
– – 0.25% 86
2021
Q1 		$882K Sell
3,045
-621
-17% -$156K 0.25% 89
2020
Q4 		$1M Buy
3,666
+45
+1% +$11.2K 0.31% 84
2020
Q3 		$856K Sell
3,621
-4,539
-56% -$1.02M 0.31% 83
2020
Q2 		$1.55M Buy
8,160
+627
+8% +$112K 0.57% 49
2020
Q1 		$1.24M Buy
7,533
+24
+0.3% +$4.4K 0.64% 43
2019
Q4 		$1.48M Buy
+7,509
New +$1.41M 0.46% 54

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
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
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SkyOak Wealth's ISRG Position: Q3 2021 in Review

SkyOak Wealth sold out of Intuitive Surgical (ISRG) in Q3 2021, closing a stake of 3,045 shares — an estimated $933K sold.

SkyOak Wealth first reported a position in ISRG in Q4 2019 and held it in 7 quarters. The position peaked at $1.55M in Q2 2020. 1,371 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • SkyOak Wealth reported no remaining Intuitive Surgical position as of Q3 2021 after selling out during the quarter.
  • SkyOak Wealth sold 3,045 Intuitive Surgical shares in Q3 2021, an estimated $933K.
  • SkyOak Wealth first reported a position in Intuitive Surgical in Q4 2019 and held it in 7 quarters.
  • SkyOak Wealth's Intuitive Surgical position peaked at $1.55M in Q2 2020.
  • 1,371 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on SkyOak Wealth's 13F filing for Q3 2021, filed 21 Oct 2021.