Capital Advisory Group Advisory Services’s Edwards Lifesciences EW Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-1,338	Closed	-$158K	–	295
2022 Q1	$158K	Buy	+1,338	New	+$150K	0.07%	173
2021 Q4	–	Sell	-1,338	Closed	-$151K	–	268
2021 Q3	$151K	Hold	1,338	–	–	0.05%	210
2021 Q2	$139K	Hold	1,338	–	–	0.05%	213
2021 Q1	$112K	Hold	1,338	–	–	0.04%	210
2020 Q4	$122K	Hold	1,338	–	–	0.05%	201
2020 Q3	$107K	Hold	1,338	–	–	0.06%	172
2020 Q2	$92K	Hold	1,338	–	–	0.05%	176
2020 Q1	$84K	Buy	+1,338	New	+$96.5K	0.1%	91
2019 Q4	–	Sell	-1,338	Closed	-$99K	–	270
2019 Q3	$99K	Hold	1,338	–	–	0.07%	112
2019 Q2	$83K	Hold	1,338	–	–	0.06%	124
2019 Q1	$86K	Sell	1,338 -498	-27%	-$28.4K	0.06%	114
2018 Q4	$93K	Hold	1,836	–	–	0.07%	107
2018 Q3	$107K	Hold	1,836	–	–	0.07%	107
2018 Q2	$89K	Hold	1,836	–	–	0.06%	104
2018 Q1	$85K	Buy	+1,836	New	+$79.7K	0.06%	108

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's EW Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,338 shares — an estimated $158K sold.

Capital Advisory Group Advisory Services first reported a position in EW in Q1 2018 and held it in 15 quarters. The position peaked at $158K in Q1 2022. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,338 Edwards Lifesciences shares in Q2 2022, an estimated $158K.
Capital Advisory Group Advisory Services first reported a position in Edwards Lifesciences in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Edwards Lifesciences position peaked at $158K in Q1 2022.
1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.