Ten Capital Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-201	Closed	-$51.3K	–	352
2023 Q1	$51.3K	Hold	201	–	–	0.02%	218
2022 Q4	$53.3K	Buy	201 +81	+68%	+$19.8K	0.02%	175
2022 Q3	$22K	Hold	120	–	–	0.01%	233
2022 Q2	$24K	Hold	120	–	–	0.01%	190
2022 Q1	$36K	Sell	120 -81	-40%	-$23.7K	0.02%	165
2021 Q4	$72K	Buy	201 +81	+68%	+$27.9K	0.03%	106
2021 Q3	$40K	Hold	120	–	–	0.02%	146
2021 Q2	$37K	Hold	120	–	–	0.01%	200
2021 Q1	$29K	Hold	120	–	–	0.01%	202
2020 Q4	$33K	Buy	+120	New	+$29.8K	0.01%	191

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Ten Capital Wealth Advisors's ISRG Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2023, closing a stake of 201 shares — an estimated $51.3K sold.

Ten Capital Wealth Advisors first reported a position in ISRG in Q4 2020 and held it in 10 quarters. The position peaked at $72K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold ISRG as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 201 Intuitive Surgical shares in Q2 2023, an estimated $51.3K.
Ten Capital Wealth Advisors first reported a position in Intuitive Surgical in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Intuitive Surgical position peaked at $72K in Q4 2021.
1,556 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.