V Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

V 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
2022 Q2	–	Sell	-827	Closed	-$250K	–	434
2022 Q1	$250K	Sell	827 -409	-33%	-$119K	0.04%	379
2021 Q4	$444K	Sell	1,236 -117	-9%	-$40.3K	0.07%	277
2021 Q3	$449K	Buy	1,353 +54	+4%	+$18.1K	0.07%	287
2021 Q2	$399K	Sell	1,299 -501	-28%	-$141K	0.06%	317
2021 Q1	$443K	Buy	1,800 +315	+21%	+$79.2K	0.08%	269
2020 Q4	$405K	Buy	1,485 +99	+7%	+$24.6K	0.08%	243
2020 Q3	$328K	Sell	1,386 -1,026	-43%	-$230K	0.23%	118
2020 Q2	$458K	Buy	2,412 +489	+25%	+$87.7K	0.12%	195
2020 Q1	$317K	Buy	+1,923	New	+$352K	0.1%	210

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

V Wealth Advisors's ISRG Position: Q2 2022 in Review

V Wealth Advisors sold out of Intuitive Surgical (ISRG) in Q2 2022, closing a stake of 827 shares — an estimated $250K sold.

V Wealth Advisors first reported a position in ISRG in Q1 2020 and held it in 9 quarters. The position peaked at $458K in Q2 2020. 1,324 funds tracked by Wall St. Rank hold ISRG as of Q2 2022.

V Wealth Advisors reported no remaining Intuitive Surgical position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 827 Intuitive Surgical shares in Q2 2022, an estimated $250K.
V Wealth Advisors first reported a position in Intuitive Surgical in Q1 2020 and held it in 9 quarters.
V Wealth Advisors's Intuitive Surgical position peaked at $458K in Q2 2020.
1,324 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.