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Wagner Wealth Management (South Carolina)’s Intuitive Surgical ISRG Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-60
Closed -$11K – 480
2022
Q3 		$11K Hold
60
– – 0.01% 412
2022
Q2 		$12K Buy
+60
New +$14.1K 0.01% 413
2022
Q1 		– Sell
-60
Closed -$22K – 432
2021
Q4 		$22K Sell
60
-120
-67% -$41.3K 0.02% 386
2021
Q3 		$22K Buy
180
+120
+200% +$40.3K 0.02% 358
2021
Q2 		$18K Hold
60
– – 0.01% 402
2021
Q1 		$15K Buy
+60
New +$15.1K 0.01% 404

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ISRG Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Intuitive Surgical (ISRG) in Q4 2022, closing a stake of 60 shares — an estimated $11K sold.

Wagner Wealth Management (South Carolina) first reported a position in ISRG in Q1 2021 and held it in 6 quarters. The position peaked at $22K in Q4 2021. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Intuitive Surgical position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 60 Intuitive Surgical shares in Q4 2022, an estimated $11K.
  • Wagner Wealth Management (South Carolina) first reported a position in Intuitive Surgical in Q1 2021 and held it in 6 quarters.
  • Wagner Wealth Management (South Carolina)'s Intuitive Surgical position peaked at $22K in Q4 2021.
  • 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.