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BSW Wealth Partners’s Edwards Lifesciences EW Stock Holding History

BSW Wealth Partners’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
-2,592
Closed -$214K – 316
2022
Q3 		$214K Buy
2,592
+283
+12% +$27.2K 0.05% 246
2022
Q2 		$220K Sell
2,309
-177
-7% -$18.3K 0.05% 243
2022
Q1 		$293K Buy
2,486
+326
+15% +$36.6K 0.07% 205
2021
Q4 		$280K Buy
2,160
+258
+14% +$30.1K 0.07% 205
2021
Q3 		$215K Buy
+1,902
New +$217K 0.06% 228

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State Street
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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

BSW Wealth Partners's EW Position: Q4 2022 in Review

BSW Wealth Partners sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 2,592 shares — an estimated $214K sold.

BSW Wealth Partners first reported a position in EW in Q3 2021 and held it in 5 quarters. The position peaked at $293K in Q1 2022. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • BSW Wealth Partners reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • BSW Wealth Partners sold 2,592 Edwards Lifesciences shares in Q4 2022, an estimated $214K.
  • BSW Wealth Partners first reported a position in Edwards Lifesciences in Q3 2021 and held it in 5 quarters.
  • BSW Wealth Partners's Edwards Lifesciences position peaked at $293K in Q1 2022.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on BSW Wealth Partners's 13F filing for Q4 2022, filed 14 Feb 2023.