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CFM Wealth Partners’s Edwards Lifesciences EW Stock Holding History

CFM Wealth Partners’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
-1,050
Closed -$72K – 254
2020
Q2 		$72K Sell
1,050
-300
-22% -$21.3K 0.03% 238
2020
Q1 		$85K Hold
1,350
– – 0.04% 213
2019
Q4 		$107K Buy
+1,350
New +$105K 0.04% 202

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CFM Wealth Partners's EW Position: Q3 2020 in Review

CFM Wealth Partners sold out of Edwards Lifesciences (EW) in Q3 2020, closing a stake of 1,050 shares — an estimated $72K sold.

CFM Wealth Partners first reported a position in EW in Q4 2019 and held it in 3 quarters. The position peaked at $107K in Q4 2019. 1,083 funds tracked by Wall St. Rank hold EW as of Q3 2020.

  • CFM Wealth Partners reported no remaining Edwards Lifesciences position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,050 Edwards Lifesciences shares in Q3 2020, an estimated $72K.
  • CFM Wealth Partners first reported a position in Edwards Lifesciences in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Edwards Lifesciences position peaked at $107K in Q4 2019.
  • 1,083 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.