Capital Financial Services’s Edwards Lifesciences EW Stock Holding History

Capital Financial 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 Q4	$1.07M	Sell	14,385 -450	-3%	-$34.7K	1.48%	23
2022 Q3	$1.23M	Sell	14,835 -200	-1%	-$19.2K	1.81%	17
2022 Q2	$1.43M	Sell	15,035 -160	-1%	-$16.6K	2.02%	15
2022 Q1	$1.79M	Hold	15,195	–	–	2.1%	14
2021 Q4	$1.97M	Sell	15,195 -175	-1%	-$20.4K	2.15%	15
2021 Q3	$1.74M	Hold	15,370	–	–	2.13%	15
2021 Q2	$1.59M	Buy	15,370 +70	+0.5%	+$6.6K	2.02%	17
2021 Q1	$1.28M	Hold	15,300	–	–	1.71%	22
2020 Q4	$1.4M	Buy	+15,300	New	+$1.27M	1.95%	19

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Financial Services's EW Position: Q4 2022 in Review

Capital Financial Services reduced its Edwards Lifesciences (EW) stake by 3% in Q4 2022, selling an estimated $34.7K and leaving 14,385 shares worth $1.07M. The position accounts for 1.48% of the portfolio, ranked #23.

Capital Financial Services first reported a position in EW in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.97M in Q4 2021. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2022.

Capital Financial Services held 14,385 shares of Edwards Lifesciences worth $1.07M as of Q4 2022.
Capital Financial Services sold 450 Edwards Lifesciences shares in Q4 2022, an estimated $34.7K.
Edwards Lifesciences made up 1.48% of Capital Financial Services's portfolio in Q4 2022, its #23 holding.
Capital Financial Services first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 9 quarters since.
Capital Financial Services's Edwards Lifesciences position peaked at $1.97M in Q4 2021.
1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.