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Capital Wealth Planning’s Edwards Lifesciences EW Stock Holding History

Capital Wealth Planning’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
Q4 		– Sell
-1,953
Closed -$221K – 116
2021
Q3 		$221K Sell
1,953
-426
-18% -$48.6K 0.01% 103
2021
Q2 		$246K Sell
2,379
-28
-1% -$2.64K 0.01% 110
2021
Q1 		$201K Buy
+2,407
New +$203K 0.01% 125

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Wealth Planning's EW Position: Q4 2021 in Review

Capital Wealth Planning sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 1,953 shares — an estimated $221K sold.

Capital Wealth Planning first reported a position in EW in Q1 2021 and held it in 3 quarters. The position peaked at $246K in Q2 2021. 1,319 funds tracked by Wall St. Rank hold EW as of Q4 2021.

  • Capital Wealth Planning reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 1,953 Edwards Lifesciences shares in Q4 2021, an estimated $221K.
  • Capital Wealth Planning first reported a position in Edwards Lifesciences in Q1 2021 and held it in 3 quarters.
  • Capital Wealth Planning's Edwards Lifesciences position peaked at $246K in Q2 2021.
  • 1,319 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Capital Wealth Planning's 13F filing for Q4 2021, filed 4 Feb 2022.