AWA
EW icon

Amplius Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-372
Closed -$48K – 408
2021
Q4 		$48K Buy
+372
New +$43.4K 0.01% 334

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Amplius Wealth Advisors's EW Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2022, closing a stake of 372 shares — an estimated $48K sold.

Amplius Wealth Advisors first reported a position in EW in Q4 2021 and held it in 1 quarter. The position peaked at $48K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 372 Edwards Lifesciences shares in Q1 2022, an estimated $48K.
  • Amplius Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Edwards Lifesciences position peaked at $48K in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.