TCWP’s Intuitive Surgical ISRG Stock Holding History

TCWP’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	-478	Closed	-$144K	–	989
2022 Q1	$144K	Buy	+478	New	+$140K	0.03%	296

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

TCWP's ISRG Position: Q2 2022 in Review

TCWP sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 478 shares — an estimated $144K sold.

TCWP first reported a position in ISRG in Q1 2022 and held it in 1 quarter. The position peaked at $144K in Q1 2022. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

TCWP reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
TCWP sold 478 Intuitive Surgical shares in Q2 2022, an estimated $144K.
TCWP first reported a position in Intuitive Surgical in Q1 2022 and held it in 1 quarter.
TCWP's Intuitive Surgical position peaked at $144K in Q1 2022.
1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.