Traverso Chambers Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Traverso Chambers Private 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	$216K	Buy	+639	New	+$190K	0.05%	116
2023 Q3	–	Sell	-639	Closed	-$219K	–	117
2023 Q2	$219K	Buy	+639	New	+$193K	0.06%	110
2022 Q1	–	Sell	-639	Closed	-$230K	–	109
2021 Q4	$230K	Hold	639	–	–	0.07%	106
2021 Q3	$212K	Buy	+639	New	+$215K	0.07%	106

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

Traverso Chambers Private Wealth Management's ISRG Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management opened a new position in Intuitive Surgical (ISRG) in Q4 2023: 639 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #116 among its holdings. This is a return to the name: Traverso Chambers Private Wealth Management previously reported a position in ISRG as recently as Q2 2023.

Traverso Chambers Private Wealth Management first reported a position in ISRG in Q3 2021 and has held it in 4 quarters since. The position peaked at $230K in Q4 2021. 1,673 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

Traverso Chambers Private Wealth Management held 639 shares of Intuitive Surgical worth $216K as of Q4 2023.
Intuitive Surgical was a new Traverso Chambers Private Wealth Management position in Q4 2023.
Intuitive Surgical made up 0.05% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #116 holding.
Traverso Chambers Private Wealth Management first reported a position in Intuitive Surgical in Q3 2021 and has held it in 4 quarters since.
Traverso Chambers Private Wealth Management's Intuitive Surgical position peaked at $230K in Q4 2021.
1,673 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.