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1776 Wealth’s Edwards Lifesciences EW Stock Holding History

1776 Wealth’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-464
Closed -$32K – 174
2020
Q2 		$32K Sell
464
-268
-37% -$19K 0.02% 217
2020
Q1 		$49K Buy
732
+486
+198% +$35K 0.02% 223
2019
Q4 		$19K Buy
+246
New +$19.2K 0.02% 245

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

1776 Wealth's EW Position: Q3 2020 in Review

1776 Wealth sold out of Edwards Lifesciences (EW) in Q3 2020, closing a stake of 464 shares — an estimated $32K sold.

1776 Wealth first reported a position in EW in Q4 2019 and held it in 3 quarters. The position peaked at $49K in Q1 2020. 1,083 funds tracked by Wall St. Rank hold EW as of Q3 2020.

  • 1776 Wealth reported no remaining Edwards Lifesciences position as of Q3 2020 after selling out during the quarter.
  • 1776 Wealth sold 464 Edwards Lifesciences shares in Q3 2020, an estimated $32K.
  • 1776 Wealth first reported a position in Edwards Lifesciences in Q4 2019 and held it in 3 quarters.
  • 1776 Wealth's Edwards Lifesciences position peaked at $49K in Q1 2020.
  • 1,083 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.