CA
EW icon

Centerpoint Advisors’s Edwards Lifesciences EW Stock Holding History

Centerpoint 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
2020
Q3 		– Sell
-270
Closed -$19K – 247
2020
Q2 		$19K Buy
270
+198
+275% +$14.1K 0.02% 126
2020
Q1 		$5K Hold
72
– – 0.01% 176
2019
Q4 		$6K Hold
72
– – ﹤0.01% 196
2019
Q3 		$5K Hold
72
– – ﹤0.01% 199
2019
Q2 		$4K Hold
72
– – ﹤0.01% 206
2019
Q1 		$5K Hold
72
– – ﹤0.01% 185
2018
Q4 		$4K Hold
72
– – ﹤0.01% 188
2018
Q3 		$4K Hold
72
– – ﹤0.01% 184
2018
Q2 		$3K Buy
+72
New +$3.36K ﹤0.01% 249

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Centerpoint Advisors's EW Position: Q3 2020 in Review

Centerpoint Advisors sold out of Edwards Lifesciences (EW) in Q3 2020, closing a stake of 270 shares — an estimated $19K sold.

Centerpoint Advisors first reported a position in EW in Q2 2018 and held it in 9 quarters. The position peaked at $19K in Q2 2020. 1,083 funds tracked by Wall St. Rank hold EW as of Q3 2020.

  • Centerpoint Advisors reported no remaining Edwards Lifesciences position as of Q3 2020 after selling out during the quarter.
  • Centerpoint Advisors sold 270 Edwards Lifesciences shares in Q3 2020, an estimated $19K.
  • Centerpoint Advisors first reported a position in Edwards Lifesciences in Q2 2018 and held it in 9 quarters.
  • Centerpoint Advisors's Edwards Lifesciences position peaked at $19K in Q2 2020.
  • 1,083 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2020.

Based on Centerpoint Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.