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AMJ Financial Wealth Management’s Edwards Lifesciences EW Stock Holding History

AMJ Financial 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
2020
Q1 		– Sell
-33,981
Closed -$2.64M – 39
2019
Q4 		$2.64M Buy
+33,981
New +$2.65M 1.86% 27

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AMJ Financial Wealth Management's EW Position: Q1 2020 in Review

AMJ Financial Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 33,981 shares — an estimated $2.64M sold.

AMJ Financial Wealth Management first reported a position in EW in Q4 2019 and held it in 1 quarter. The position peaked at $2.64M in Q4 2019. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

  • AMJ Financial Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 33,981 Edwards Lifesciences shares in Q1 2020, an estimated $2.64M.
  • AMJ Financial Wealth Management first reported a position in Edwards Lifesciences in Q4 2019 and held it in 1 quarter.
  • AMJ Financial Wealth Management's Edwards Lifesciences position peaked at $2.64M in Q4 2019.
  • 1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.