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WESPAC Advisors’s Intuitive Surgical ISRG Stock Holding History

WESPAC 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
Q1 		– Sell
-1,232
Closed -$443K – 124
2021
Q4 		$443K Buy
1,232
+53
+4% +$18.2K 0.3% 108
2021
Q3 		$391K Buy
+1,179
New +$396K 0.24% 124
2019
Q2 		– Sell
-3,150
Closed -$277K – 125
2019
Q1 		$277K Buy
+3,150
New +$560K 0.19% 98
2018
Q4 		– Sell
-1,965
Closed -$376K – 139
2018
Q3 		$376K Buy
+1,965
New +$349K 0.22% 102
2018
Q2 		– Sell
-1,476
Closed -$203K – 131
2018
Q1 		$203K Buy
+1,476
New +$206K 0.12% 139

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

WESPAC Advisors's ISRG Position: Q1 2022 in Review

WESPAC Advisors sold out of Intuitive Surgical (ISRG) in Q1 2022, closing a stake of 1,232 shares — an estimated $443K sold.

WESPAC Advisors first reported a position in ISRG in Q1 2018 and held it in 5 quarters. The position peaked at $443K in Q4 2021. 1,468 funds tracked by Wall St. Rank hold ISRG as of Q1 2022.

  • WESPAC Advisors reported no remaining Intuitive Surgical position as of Q1 2022 after selling out during the quarter.
  • WESPAC Advisors sold 1,232 Intuitive Surgical shares in Q1 2022, an estimated $443K.
  • WESPAC Advisors first reported a position in Intuitive Surgical in Q1 2018 and held it in 5 quarters.
  • WESPAC Advisors's Intuitive Surgical position peaked at $443K in Q4 2021.
  • 1,468 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2022.

Based on WESPAC Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.