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Blue Bell Private Wealth Management’s Edwards Lifesciences EW Stock Holding History

Blue Bell Private 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
2022
Q4 		– Sell
-3,075
Closed -$237K – 707
2022
Q3 		$254K Sell
3,075
-25
-0.8% -$2.41K 0.09% 93
2022
Q2 		$295K Buy
3,100
+3,000
+3,000% +$311K 0.1% 83
2022
Q1 		$12K Hold
100
– – ﹤0.01% 385
2021
Q4 		$13K Buy
+100
New +$11.7K ﹤0.01% 358

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
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

Blue Bell Private Wealth Management's EW Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 3,075 shares — an estimated $237K sold.

Blue Bell Private Wealth Management first reported a position in EW in Q4 2021 and held it in 4 quarters. The position peaked at $295K in Q2 2022. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 3,075 Edwards Lifesciences shares in Q4 2022, an estimated $237K.
  • Blue Bell Private Wealth Management first reported a position in Edwards Lifesciences in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Edwards Lifesciences position peaked at $295K in Q2 2022.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.