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American Portfolios Advisors’s Edwards Lifesciences EW Stock Holding History

American Portfolios Advisors’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 		$2.31M Sell
27,922
-1,102
-4% -$106K 0.1% 212
2022
Q2 		$2.76M Sell
29,024
-1,644
-5% -$170K 0.11% 190
2022
Q1 		$3.61M Sell
30,668
-8,275
-21% -$928K 0.12% 171
2021
Q4 		$5.05M Buy
38,943
+5,431
+16% +$633K 0.17% 115
2021
Q3 		$3.79M Buy
33,512
+2,092
+7% +$239K 0.14% 140
2021
Q2 		$3.25M Buy
31,420
+174
+0.6% +$16.4K 0.13% 162
2021
Q1 		$2.61M Buy
31,246
+1,616
+5% +$137K 0.11% 175
2020
Q4 		$2.7M Buy
29,630
+1,198
+4% +$99.4K 0.14% 143
2020
Q3 		$2.27M Buy
28,432
+2,358
+9% +$184K 0.13% 155
2020
Q2 		$1.8M Sell
26,074
-2,030
-7% -$144K 0.12% 174
2020
Q1 		$1.77M Sell
28,104
-9,144
-25% -$659K 0.15% 144
2019
Q4 		$2.9M Buy
37,248
+12,087
+48% +$944K 0.21% 114
2019
Q3 		$1.84M Sell
25,161
-3,159
-11% -$222K 0.15% 141
2019
Q2 		$1.74M Sell
28,320
-3,009
-10% -$182K 0.15% 152
2019
Q1 		$2M Buy
31,329
+681
+2% +$38.9K 0.19% 114
2018
Q4 		$1.56M Buy
30,648
+28,500
+1,327% +$1.44M 0.19% 115
2018
Q3 		$125K Buy
2,148
+75
+4% +$3.67K 0.01% 747
2018
Q2 		$101K Sell
2,073
-321
-13% -$15K 0.01% 801
2018
Q1 		$111K Buy
2,394
+111
+5% +$4.82K 0.02% 710
2017
Q4 		$85.8K Buy
+2,283
New +$83.8K 0.01% 781

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

American Portfolios Advisors's EW Position: Q3 2022 in Review

American Portfolios Advisors reduced its Edwards Lifesciences (EW) stake by 3.8% in Q3 2022, selling an estimated $106K and leaving 27,922 shares worth $2.31M. The position accounts for 0.1% of the portfolio, ranked #212.

American Portfolios Advisors first reported a position in EW in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.05M in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • American Portfolios Advisors held 27,922 shares of Edwards Lifesciences worth $2.31M as of Q3 2022.
  • American Portfolios Advisors sold 1,102 Edwards Lifesciences shares in Q3 2022, an estimated $106K.
  • Edwards Lifesciences made up 0.1% of American Portfolios Advisors's portfolio in Q3 2022, its #212 holding.
  • American Portfolios Advisors first reported a position in Edwards Lifesciences in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Edwards Lifesciences position peaked at $5.05M in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.