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Baker Tilly Wealth Management’s Edwards Lifesciences EW Stock Holding History

Baker Tilly 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
2023
Q3 		– Sell
-4,756
Closed -$449K – 494
2023
Q2 		$449K Sell
4,756
-133
-3% -$11.6K 0.05% 365
2023
Q1 		$404K Buy
+4,889
New +$384K 0.05% 389

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State Street
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Baker Tilly Wealth Management's EW Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 4,756 shares — an estimated $449K sold.

Baker Tilly Wealth Management first reported a position in EW in Q1 2023 and held it in 2 quarters. The position peaked at $449K in Q2 2023. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 4,756 Edwards Lifesciences shares in Q3 2023, an estimated $449K.
  • Baker Tilly Wealth Management first reported a position in Edwards Lifesciences in Q1 2023 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Edwards Lifesciences position peaked at $449K in Q2 2023.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.