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TFO Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-1
Closed -$337 – 868
2023
Q4 		$337 Hold
1
– – ﹤0.01% 469
2023
Q3 		$342 Buy
+1
New +$312 ﹤0.01% 599
2022
Q3 		– Sell
-27
Closed -$5K – 308
2022
Q2 		$5K Buy
+27
New +$6.33K ﹤0.01% 212
2020
Q3 		– Sell
-60
Closed -$11K – 169
2020
Q2 		$11K Buy
+60
New +$10.8K ﹤0.01% 86

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TFO Wealth Partners's ISRG Position: Q1 2024 in Review

TFO Wealth Partners sold out of Intuitive Surgical (ISRG) in Q1 2024, closing a stake of 1 share — an estimated $337 sold.

TFO Wealth Partners first reported a position in ISRG in Q2 2020 and held it in 4 quarters. The position peaked at $11K in Q2 2020. 1,742 funds tracked by Wall St. Rank hold ISRG as of Q1 2024.

  • TFO Wealth Partners reported no remaining Intuitive Surgical position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Intuitive Surgical share in Q1 2024, an estimated $337.
  • TFO Wealth Partners first reported a position in Intuitive Surgical in Q2 2020 and held it in 4 quarters.
  • TFO Wealth Partners's Intuitive Surgical position peaked at $11K in Q2 2020.
  • 1,742 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.