BerganKDV Wealth Management’s Edwards Lifesciences EW Stock Holding History

BerganKDV Wealth Management’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 Q2	$1.13K	Sell	12 -27	-69%	-$2.35K	﹤0.01%	743
2023 Q1	$3.23K	Hold	39	–	–	﹤0.01%	760
2022 Q4	$2.91K	Sell	39 -3	-7%	-$231	﹤0.01%	757
2022 Q3	$3K	Sell	42 -120	-74%	-$11.5K	﹤0.01%	754
2022 Q2	$15K	Buy	162 +1	+0.6%	+$104	﹤0.01%	523
2022 Q1	$19K	Buy	161 +2	+1%	+$224	﹤0.01%	516
2021 Q4	$21K	Hold	159	–	–	﹤0.01%	538
2021 Q3	$18K	Hold	159	–	–	﹤0.01%	543
2021 Q2	$16K	Hold	159	–	–	﹤0.01%	541
2021 Q1	$13K	Sell	159 -12	-7%	-$1.01K	﹤0.01%	540
2020 Q4	$16K	Buy	171 +120	+235%	+$9.95K	﹤0.01%	504
2020 Q3	$4K	Sell	51 -51	-50%	-$3.98K	﹤0.01%	605
2020 Q2	$7K	Sell	102 -3	-3%	-$213	﹤0.01%	581
2020 Q1	$7K	Buy	105 +12	+13%	+$865	﹤0.01%	529
2019 Q4	$7K	Buy	+93	New	+$7.26K	﹤0.01%	559

Other funds holding EW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BerganKDV Wealth Management's EW Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Edwards Lifesciences (EW) stake by 69% in Q2 2023, selling an estimated $2.35K and leaving 12 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

BerganKDV Wealth Management first reported a position in EW in Q4 2019 and has held it in 15 quarters since. The position peaked at $21K in Q4 2021. 1,279 funds tracked by Wall St. Rank hold EW as of Q2 2023.

BerganKDV Wealth Management held 12 shares of Edwards Lifesciences worth $1.13K as of Q2 2023.
BerganKDV Wealth Management sold 27 Edwards Lifesciences shares in Q2 2023, an estimated $2.35K.
Edwards Lifesciences made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #743 holding.
BerganKDV Wealth Management first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Edwards Lifesciences position peaked at $21K in Q4 2021.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.