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Aevitas Wealth Management’s Edwards Lifesciences EW Stock Holding History

Aevitas 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
2019
Q2 		– Sell
-300
Closed -$19K – 175
2019
Q1 		$19K Buy
+300
New +$17.1K 0.02% 259
2018
Q2 		– Sell
-300
Closed -$14K – 450
2018
Q1 		$14K Hold
300
– – 0.01% 289
2017
Q4 		$11K Buy
+300
New +$11K 0.01% 307

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aevitas Wealth Management's EW Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2019, closing a stake of 300 shares — an estimated $19K sold.

Aevitas Wealth Management first reported a position in EW in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q1 2019. 921 funds tracked by Wall St. Rank hold EW as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 300 Edwards Lifesciences shares in Q2 2019, an estimated $19K.
  • Aevitas Wealth Management first reported a position in Edwards Lifesciences in Q4 2017 and held it in 3 quarters.
  • Aevitas Wealth Management's Edwards Lifesciences position peaked at $19K in Q1 2019.
  • 921 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.