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AAFMAA Wealth Management & Trust’s Edwards Lifesciences EW Stock Holding History

AAFMAA Wealth Management & Trust’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
2022
Q4 		– Sell
-10,000
Closed -$826K – 56
2022
Q3 		$826K Hold
10,000
– – 0.61% 43
2022
Q2 		$951K Buy
+10,000
New +$1.04M 0.64% 40

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AAFMAA Wealth Management & Trust's EW Position: Q4 2022 in Review

AAFMAA Wealth Management & Trust sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 10,000 shares — an estimated $826K sold.

AAFMAA Wealth Management & Trust first reported a position in EW in Q2 2022 and held it in 2 quarters. The position peaked at $951K in Q2 2022. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • AAFMAA Wealth Management & Trust reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 10,000 Edwards Lifesciences shares in Q4 2022, an estimated $826K.
  • AAFMAA Wealth Management & Trust first reported a position in Edwards Lifesciences in Q2 2022 and held it in 2 quarters.
  • AAFMAA Wealth Management & Trust's Edwards Lifesciences position peaked at $951K in Q2 2022.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q4 2022, filed 27 Jan 2023.