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Avitas Wealth Management’s Edwards Lifesciences EW Stock Holding History

Avitas 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
Q4 		– Sell
-4,273
Closed -$353K – 190
2022
Q3 		$353K Buy
4,273
+29
+0.7% +$2.79K 0.08% 156
2022
Q2 		$404K Buy
+4,244
New +$439K 0.09% 154

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Brown Advisory
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Avitas Wealth Management's EW Position: Q4 2022 in Review

Avitas Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 4,273 shares — an estimated $353K sold.

Avitas Wealth Management first reported a position in EW in Q2 2022 and held it in 2 quarters. The position peaked at $404K in Q2 2022. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Avitas Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 4,273 Edwards Lifesciences shares in Q4 2022, an estimated $353K.
  • Avitas Wealth Management first reported a position in Edwards Lifesciences in Q2 2022 and held it in 2 quarters.
  • Avitas Wealth Management's Edwards Lifesciences position peaked at $404K in Q2 2022.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.