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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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. 1,229 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.
1,229 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.