Avondale Wealth Management’s Edwards Lifesciences EW Stock Holding History

Avondale 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
2021 Q4	–	Sell	-240	Closed	-$27K	–	109
2021 Q3	$27K	Hold	240	–	–	0.03%	83
2021 Q2	$25K	Hold	240	–	–	0.02%	86
2021 Q1	$20K	Hold	240	–	–	0.02%	85
2020 Q4	$22K	Hold	240	–	–	0.03%	78
2020 Q3	$19K	Hold	240	–	–	0.03%	76
2020 Q2	$17K	Hold	240	–	–	0.02%	72
2020 Q1	$15K	Hold	240	–	–	0.02%	77
2019 Q4	$19K	Hold	240	–	–	0.03%	75
2019 Q3	$18K	Sell	240 -120	-33%	-$8.43K	0.03%	75
2019 Q2	$22K	Hold	360	–	–	0.02%	76
2019 Q1	$23K	Buy	360 +120	+50%	+$6.85K	0.02%	74
2018 Q4	$12K	Buy	+240	New	+$12.1K	0.01%	90

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avondale Wealth Management's EW Position: Q4 2021 in Review

Avondale Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 240 shares — an estimated $27K sold.

Avondale Wealth Management first reported a position in EW in Q4 2018 and held it in 12 quarters. The position peaked at $27K in Q3 2021. 1,319 funds tracked by Wall St. Rank hold EW as of Q4 2021.

Avondale Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
Avondale Wealth Management sold 240 Edwards Lifesciences shares in Q4 2021, an estimated $27K.
Avondale Wealth Management first reported a position in Edwards Lifesciences in Q4 2018 and held it in 12 quarters.
Avondale Wealth Management's Edwards Lifesciences position peaked at $27K in Q3 2021.
1,319 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Avondale Wealth Management's 13F filing for Q4 2021, filed 11 Jan 2022.