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ACG Wealth’s Edwards Lifesciences EW Stock Holding History

ACG 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
2022
Q3 		– Sell
-682
Closed -$65K – 474
2022
Q2 		$65K Sell
682
-3,400
-83% -$352K 0.01% 398
2022
Q1 		$481K Sell
4,082
-2,160
-35% -$242K 0.09% 177
2021
Q4 		$809K Hold
6,242
– – 0.12% 170
2021
Q3 		$707K Hold
6,242
– – 0.09% 168
2021
Q2 		$646K Buy
6,242
+2
+0% +$189 0.08% 175
2021
Q1 		$522K Hold
6,240
– – 0.07% 193
2020
Q4 		$569K Hold
6,240
– – 0.08% 176
2020
Q3 		$498K Hold
6,240
– – 0.08% 179
2020
Q2 		$431K Hold
6,240
– – 0.07% 179
2020
Q1 		$392K Hold
6,240
– – 0.07% 204
2019
Q4 		$485K Hold
6,240
– – 0.07% 212
2019
Q3 		$457K Sell
6,240
-600
-9% -$42.1K 0.07% 221
2019
Q2 		$421K Sell
6,840
-15
-0.2% -$907 0.06% 238
2019
Q1 		$437K Buy
6,855
+15
+0.2% +$856 0.06% 224
2018
Q4 		$349K Hold
6,840
– – 0.05% 223
2018
Q3 		$397K Hold
6,840
– – 0.05% 218
2018
Q2 		$332K Hold
6,840
– – 0.05% 217
2018
Q1 		$318K Hold
6,840
– – 0.05% 223
2017
Q4 		$257K Sell
6,840
-84
-1% -$3.08K 0.04% 269
2017
Q3 		$252K Buy
+6,924
New +$264K 0.04% 223
2017
Q2 		– Sell
-6,840
Closed -$214K – 328
2017
Q1 		$214K Buy
+6,840
New +$214K 0.04% 251
2016
Q4 		– Sell
-6,240
Closed -$251K – 266
2016
Q3 		$251K Hold
6,240
– – 0.05% 201
2016
Q2 		$207K Buy
+6,240
New +$213K 0.05% 203

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

ACG Wealth's EW Position: Q3 2022 in Review

ACG Wealth sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 682 shares — an estimated $65K sold.

ACG Wealth first reported a position in EW in Q2 2016 and held it in 23 quarters. The position peaked at $809K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • ACG Wealth reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 682 Edwards Lifesciences shares in Q3 2022, an estimated $65K.
  • ACG Wealth first reported a position in Edwards Lifesciences in Q2 2016 and held it in 23 quarters.
  • ACG Wealth's Edwards Lifesciences position peaked at $809K in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.