BRWM
EW icon

B. Riley Wealth Management’s Edwards Lifesciences EW Stock Holding History

B. Riley 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
Q2 		$415 Buy
4,360
+1,372
+46% +$142K ﹤0.01% 452
2022
Q1 		$352K Buy
2,988
+1,240
+71% +$139K 0.03% 408
2021
Q4 		$226K Buy
+1,748
New +$204K 0.02% 547
2018
Q4 		– Sell
-29,937
Closed -$1.74M – 363
2018
Q3 		$1.74M Buy
+29,937
New +$1.46M 0.43% 49

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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

B. Riley Wealth Management's EW Position: Q2 2022 in Review

B. Riley Wealth Management increased its Edwards Lifesciences (EW) stake by 46% in Q2 2022, buying an estimated $142K and bringing the position to 4,360 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #452.

B. Riley Wealth Management first reported a position in EW in Q3 2018 and has held it in 4 quarters since. The position peaked at $1.74M in Q3 2018. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • B. Riley Wealth Management held 4,360 shares of Edwards Lifesciences worth $415 as of Q2 2022.
  • B. Riley Wealth Management bought 1,372 Edwards Lifesciences shares in Q2 2022, an estimated $142K.
  • Edwards Lifesciences made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #452 holding.
  • B. Riley Wealth Management first reported a position in Edwards Lifesciences in Q3 2018 and has held it in 4 quarters since.
  • B. Riley Wealth Management's Edwards Lifesciences position peaked at $1.74M in Q3 2018.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.