YorkBridge Wealth Partners’s Intuitive Surgical ISRG Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-8,606	Closed	-$1.73M	–	289
2022 Q2	$1.73M	Sell	8,606 -59	-0.7%	-$13.8K	0.45%	55
2022 Q1	$2.61M	Buy	8,665 +140	+2%	+$40.9K	0.57%	45
2021 Q4	$3.06M	Buy	8,525 +464	+6%	+$160K	0.69%	39
2021 Q3	$2.67M	Buy	8,061 +348	+5%	+$117K	0.67%	45
2021 Q2	$2.36M	Buy	7,713 +387	+5%	+$109K	0.62%	46
2021 Q1	$1.8M	Buy	7,326 +405	+6%	+$102K	0.53%	52
2020 Q4	$1.89M	Buy	6,921 +438	+7%	+$109K	0.63%	46
2020 Q3	$1.53M	Buy	+6,483	New	+$1.46M	0.64%	46
2019 Q3	–	Sell	-129	Closed	-$23K	–	407
2019 Q2	$23K	Hold	129	–	–	0.01%	457
2019 Q1	$25K	Hold	129	–	–	0.01%	435
2018 Q4	$21K	Hold	129	–	–	0.01%	455
2018 Q3	$25K	Hold	129	–	–	0.01%	473
2018 Q2	$21K	Buy	+129	New	+$19.7K	0.01%	526

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

YorkBridge Wealth Partners's ISRG Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of Intuitive Surgical (ISRG) in Q3 2022, closing a stake of 8,606 shares — an estimated $1.73M sold.

YorkBridge Wealth Partners first reported a position in ISRG in Q2 2018 and held it in 13 quarters. The position peaked at $3.06M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold ISRG as of Q3 2022.

YorkBridge Wealth Partners reported no remaining Intuitive Surgical position as of Q3 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 8,606 Intuitive Surgical shares in Q3 2022, an estimated $1.73M.
YorkBridge Wealth Partners first reported a position in Intuitive Surgical in Q2 2018 and held it in 13 quarters.
YorkBridge Wealth Partners's Intuitive Surgical position peaked at $3.06M in Q4 2021.
1,308 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.