Walled Lake Planning & Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-207	Closed	-$69K	–	205
2021 Q3	$69K	Hold	207	–	–	0.04%	141
2021 Q2	$63K	Hold	207	–	–	0.04%	143
2021 Q1	$51K	Hold	207	–	–	0.04%	145
2020 Q4	$56K	Hold	207	–	–	0.04%	130
2020 Q3	$49K	Hold	207	–	–	0.04%	124
2020 Q2	$39K	Hold	207	–	–	0.03%	122
2020 Q1	$34K	Hold	207	–	–	0.03%	122
2019 Q4	$41K	Buy	+207	New	+$38.8K	0.03%	127

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Walled Lake Planning & Wealth Management's ISRG Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Intuitive Surgical (ISRG) in Q4 2021, closing a stake of 207 shares — an estimated $69K sold.

Walled Lake Planning & Wealth Management first reported a position in ISRG in Q4 2019 and held it in 8 quarters. The position peaked at $69K in Q3 2021. 1,533 funds tracked by Wall St. Rank hold ISRG as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Intuitive Surgical position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 207 Intuitive Surgical shares in Q4 2021, an estimated $69K.
Walled Lake Planning & Wealth Management first reported a position in Intuitive Surgical in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Intuitive Surgical position peaked at $69K in Q3 2021.
1,533 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.