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Baron Silver Stevens Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Baron Silver Stevens Financial 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
2022
Q4 		– Sell
-912
Closed -$284K – 111
2022
Q3 		$284K Buy
+912
New +$87.8K 0.08% 70
2021
Q1 		– Sell
-936
Closed -$85K – 182
2020
Q4 		$85K Buy
+936
New +$77.6K 0.03% 105

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

Baron Silver Stevens Financial Advisors's EW Position: Q4 2022 in Review

Baron Silver Stevens Financial Advisors sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 912 shares — an estimated $284K sold.

Baron Silver Stevens Financial Advisors first reported a position in EW in Q4 2020 and held it in 2 quarters. The position peaked at $284K in Q3 2022. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Baron Silver Stevens Financial Advisors reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 912 Edwards Lifesciences shares in Q4 2022, an estimated $284K.
  • Baron Silver Stevens Financial Advisors first reported a position in Edwards Lifesciences in Q4 2020 and held it in 2 quarters.
  • Baron Silver Stevens Financial Advisors's Edwards Lifesciences position peaked at $284K in Q3 2022.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.