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

Capital Investment 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
2021 Q3	–	Sell	-8,421	Closed	-$872K	–	772
2021 Q2	$872K	Buy	+8,421	New	+$794K	0.11%	187
2019 Q4	–	Sell	-1,257	Closed	-$92K	–	775
2019 Q3	$92K	Sell	1,257 -15	-1%	-$1.05K	0.03%	415
2019 Q2	$82K	Sell	1,272 -93	-7%	-$5.62K	0.02%	429
2019 Q1	$87K	Sell	1,365 -3,000	-69%	-$171K	0.03%	370
2018 Q4	$223K	Hold	4,365	–	–	0.1%	186
2018 Q3	$253K	Hold	4,365	–	–	0.12%	182
2018 Q2	$212K	Sell	4,365 -150	-3%	-$7K	0.11%	188
2018 Q1	$210K	Buy	+4,515	New	+$196K	0.12%	173
2017 Q3	–	Sell	-5,382	Closed	-$212K	–	176
2017 Q2	$212K	Buy	+5,382	New	+$196K	0.14%	151

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital Investment Advisory Services's EW Position: Q3 2021 in Review

Capital Investment Advisory Services sold out of Edwards Lifesciences (EW) in Q3 2021, closing a stake of 8,421 shares — an estimated $872K sold.

Capital Investment Advisory Services first reported a position in EW in Q2 2017 and held it in 9 quarters. The position peaked at $872K in Q2 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q3 2021.

Capital Investment Advisory Services reported no remaining Edwards Lifesciences position as of Q3 2021 after selling out during the quarter.
Capital Investment Advisory Services sold 8,421 Edwards Lifesciences shares in Q3 2021, an estimated $872K.
Capital Investment Advisory Services first reported a position in Edwards Lifesciences in Q2 2017 and held it in 9 quarters.
Capital Investment Advisory Services's Edwards Lifesciences position peaked at $872K in Q2 2021.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2021.

Based on Capital Investment Advisory Services's 13F filing for Q3 2021, filed 28 Oct 2021.