BDO Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

BDO Wealth 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
2021 Q2	–	Sell	-36	Closed	-$3K	–	1140
2021 Q1	$3K	Sell	36 -24	-40%	-$2.03K	﹤0.01%	930
2020 Q4	$5K	Hold	60	–	–	﹤0.01%	633
2020 Q3	$5K	Buy	60 +36	+150%	+$2.81K	﹤0.01%	554
2020 Q2	$2K	Hold	24	–	–	﹤0.01%	617
2020 Q1	$2K	Buy	+24	New	+$1.73K	﹤0.01%	668
2019 Q3	–	Sell	-300	Closed	-$18K	–	631
2019 Q2	$18K	Sell	300 -900	-75%	-$54.4K	﹤0.01%	398
2019 Q1	$77K	Hold	1,200	–	–	0.02%	242
2018 Q4	$61K	Hold	1,200	–	–	0.02%	243
2018 Q3	$70K	Hold	1,200	–	–	0.02%	255
2018 Q2	$58K	Hold	1,200	–	–	0.02%	269
2018 Q1	$56K	Hold	1,200	–	–	0.02%	235
2017 Q4	$45K	Hold	1,200	–	–	0.02%	222
2017 Q3	$44K	Hold	1,200	–	–	0.02%	211
2017 Q2	$47K	Buy	+1,200	New	+$43.8K	0.02%	240

Other funds holding EW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return