Capital Planning Advisors’s Edwards Lifesciences EW Stock Holding History

Capital Planning Advisors’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	-7,109	Closed	-$587K	–	125
2022 Q3	$587K	Sell	7,109 -10,842	-60%	-$1.04M	0.16%	75
2022 Q2	$1.71M	Buy	17,951 +332	+2%	+$34.4K	0.45%	51
2022 Q1	$2.07M	Buy	17,619 +244	+1%	+$27.4K	0.44%	57
2021 Q4	$2.25M	Sell	17,375 -121	-0.7%	-$14.1K	0.43%	60
2021 Q3	$1.98M	Sell	17,496 -161	-0.9%	-$18.4K	0.41%	62
2021 Q2	$1.83M	Sell	17,657 -54	-0.3%	-$5.09K	0.38%	69
2021 Q1	$1.48M	Buy	17,711 +7,853	+80%	+$664K	0.33%	71
2020 Q4	$899K	Buy	9,858 +141	+1%	+$11.7K	0.22%	77
2020 Q3	$776K	Buy	9,717 +1,337	+16%	+$104K	0.21%	81
2020 Q2	$579K	Buy	+8,380	New	+$596K	0.17%	83

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

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

Capital Planning Advisors's EW Position: Q4 2022 in Review

Capital Planning Advisors sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 7,109 shares — an estimated $587K sold.

Capital Planning Advisors first reported a position in EW in Q2 2020 and held it in 10 quarters. The position peaked at $2.25M in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

Capital Planning Advisors reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
Capital Planning Advisors sold 7,109 Edwards Lifesciences shares in Q4 2022, an estimated $587K.
Capital Planning Advisors first reported a position in Edwards Lifesciences in Q2 2020 and held it in 10 quarters.
Capital Planning Advisors's Edwards Lifesciences position peaked at $2.25M in Q4 2021.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Capital Planning Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.