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Altium Wealth Management’s Edwards Lifesciences EW Stock Holding History

Altium 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
2022
Q2 		$851K Buy
8,948
+286
+3% +$29.6K 0.06% 178
2022
Q1 		$1.02M Buy
8,662
+5,596
+183% +$628K 0.07% 157
2021
Q4 		$397K Buy
3,066
+848
+38% +$98.9K 0.03% 291
2021
Q3 		$251K Hold
2,218
– – 0.02% 331
2021
Q2 		$230K Sell
2,218
-254
-10% -$23.9K 0.02% 345
2021
Q1 		$207K Sell
2,472
-171
-6% -$14.5K 0.02% 357
2020
Q4 		$241K Buy
+2,643
New +$219K 0.02% 314

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altium Wealth Management's EW Position: Q2 2022 in Review

Altium Wealth Management increased its Edwards Lifesciences (EW) stake by 3.3% in Q2 2022, buying an estimated $29.6K and bringing the position to 8,948 shares worth $851K. The position accounts for 0.06% of the portfolio, ranked #178.

Altium Wealth Management first reported a position in EW in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2022. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Altium Wealth Management held 8,948 shares of Edwards Lifesciences worth $851K as of Q2 2022.
  • Altium Wealth Management bought 286 Edwards Lifesciences shares in Q2 2022, an estimated $29.6K.
  • Edwards Lifesciences made up 0.06% of Altium Wealth Management's portfolio in Q2 2022, its #178 holding.
  • Altium Wealth Management first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 7 quarters since.
  • Altium Wealth Management's Edwards Lifesciences position peaked at $1.02M in Q1 2022.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.