Accel Wealth Management’s Edwards Lifesciences EW Stock Holding History

Accel Wealth Management’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
2023 Q2	–	Sell	-15	Closed	-$1.24K	–	388
2023 Q1	$1.24K	Hold	15	–	–	﹤0.01%	1149
2022 Q4	$1.12K	Hold	15	–	–	﹤0.01%	957
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	988
2022 Q2	$1K	Buy	+15	New	+$1.55K	﹤0.01%	948

Other funds holding EW

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Accel Wealth Management's EW Position: Q2 2023 in Review

Accel Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 15 shares — an estimated $1.24K sold.

Accel Wealth Management first reported a position in EW in Q2 2022 and held it in 4 quarters. The position peaked at $1.24K in Q1 2023. 1,278 funds tracked by Wall St. Rank hold EW as of Q2 2023.

Accel Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 15 Edwards Lifesciences shares in Q2 2023, an estimated $1.24K.
Accel Wealth Management first reported a position in Edwards Lifesciences in Q2 2022 and held it in 4 quarters.
Accel Wealth Management's Edwards Lifesciences position peaked at $1.24K in Q1 2023.
1,278 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.