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Bel Air Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Bel Air Investment 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 		$207K Sell
2,000
-499
-20% -$47K 0.01% 363
2021
Q1 		$209K Buy
+2,499
New +$211K 0.01% 397

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Bel Air Investment Advisors's EW Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Edwards Lifesciences (EW) stake by 20% in Q2 2021, selling an estimated $47K and leaving 2,000 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #363.

Bel Air Investment Advisors first reported a position in EW in Q1 2021 and has held it in 2 quarters since. The position peaked at $209K in Q1 2021. 1,185 funds tracked by Wall St. Rank hold EW as of Q2 2021.

  • Bel Air Investment Advisors held 2,000 shares of Edwards Lifesciences worth $207K as of Q2 2021.
  • Bel Air Investment Advisors sold 499 Edwards Lifesciences shares in Q2 2021, an estimated $47K.
  • Edwards Lifesciences made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #363 holding.
  • Bel Air Investment Advisors first reported a position in Edwards Lifesciences in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Edwards Lifesciences position peaked at $209K in Q1 2021.
  • 1,185 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.