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Bellwether Advisors’s Edwards Lifesciences EW Stock Holding History

Bellwether 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
2023
Q1 		– Sell
-1,401
Closed -$105K – 504
2022
Q4 		$105K Buy
1,401
+1,296
+1,234% +$99.9K 0.03% 154
2022
Q3 		$8K Buy
+105
New +$10.1K ﹤0.01% 281

Other funds holding EW

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bellwether Advisors's EW Position: Q1 2023 in Review

Bellwether Advisors sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 1,401 shares — an estimated $105K sold.

Bellwether Advisors first reported a position in EW in Q3 2022 and held it in 2 quarters. The position peaked at $105K in Q4 2022. 1,245 funds tracked by Wall St. Rank hold EW as of Q1 2023.

  • Bellwether Advisors reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
  • Bellwether Advisors sold 1,401 Edwards Lifesciences shares in Q1 2023, an estimated $105K.
  • Bellwether Advisors first reported a position in Edwards Lifesciences in Q3 2022 and held it in 2 quarters.
  • Bellwether Advisors's Edwards Lifesciences position peaked at $105K in Q4 2022.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.