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Beacon Pointe Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Beacon Pointe 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
2019
Q4 		$1.28M Sell
16,473
-321
-2% -$25.1K 0.24% 88
2019
Q3 		$1.23M Buy
16,794
+873
+5% +$61.3K 0.26% 82
2019
Q2 		$981K Sell
15,921
-168
-1% -$10.2K 0.21% 99
2019
Q1 		$1.03M Sell
16,089
-432
-3% -$24.7K 0.23% 90
2018
Q4 		$843K Buy
+16,521
New +$836K 0.3% 86

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Beacon Pointe Wealth Advisors's EW Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Edwards Lifesciences (EW) stake by 1.9% in Q4 2019, selling an estimated $25.1K and leaving 16,473 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #88.

Beacon Pointe Wealth Advisors first reported a position in EW in Q4 2018 and has held it in 5 quarters since. 1,092 funds tracked by Wall St. Rank hold EW as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 16,473 shares of Edwards Lifesciences worth $1.28M as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 321 Edwards Lifesciences shares in Q4 2019, an estimated $25.1K.
  • Edwards Lifesciences made up 0.24% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #88 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 5 quarters since.
  • 1,092 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.