AWAU
EW icon

Alliance Wealth Advisors (Utah)’s Edwards Lifesciences EW Stock Holding History

Alliance Wealth Advisors (Utah)’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
-2,829
Closed -$234K – 226
2023
Q1 		$234K Hold
2,829
– – 0.09% 204
2022
Q4 		$211K Buy
+2,829
New +$218K 0.09% 205

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Alliance Wealth Advisors (Utah)'s EW Position: Q2 2023 in Review

Alliance Wealth Advisors (Utah) sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 2,829 shares — an estimated $234K sold.

Alliance Wealth Advisors (Utah) first reported a position in EW in Q4 2022 and held it in 2 quarters. The position peaked at $234K in Q1 2023. 1,278 funds tracked by Wall St. Rank hold EW as of Q2 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 2,829 Edwards Lifesciences shares in Q2 2023, an estimated $234K.
  • Alliance Wealth Advisors (Utah) first reported a position in Edwards Lifesciences in Q4 2022 and held it in 2 quarters.
  • Alliance Wealth Advisors (Utah)'s Edwards Lifesciences position peaked at $234K in Q1 2023.
  • 1,278 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2023, filed 11 Aug 2023.