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Atlas Private Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-186
Closed -$21K – 331
2021
Q3 		$21K Hold
186
– – 0.01% 345
2021
Q2 		$19K Hold
186
– – 0.01% 370
2021
Q1 		$16K Hold
186
– – 0.01% 418
2020
Q4 		$17K Hold
186
– – 0.01% 353
2020
Q3 		$15K Hold
186
– – 0.01% 346
2020
Q2 		$13K Buy
+186
New +$13.2K 0.01% 366

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Private Wealth Advisors's EW Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 186 shares — an estimated $21K sold.

Atlas Private Wealth Advisors first reported a position in EW in Q2 2020 and held it in 6 quarters. The position peaked at $21K in Q3 2021. 1,319 funds tracked by Wall St. Rank hold EW as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 186 Edwards Lifesciences shares in Q4 2021, an estimated $21K.
  • Atlas Private Wealth Advisors first reported a position in Edwards Lifesciences in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Edwards Lifesciences position peaked at $21K in Q3 2021.
  • 1,319 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.