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Charles Schwab Investment Advisory’s Edwards Lifesciences EW Stock Holding History

Charles Schwab Investment Advisory’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
2019
Q4 		– Sell
-4,950
Closed -$363K – 179
2019
Q3 		$363K Buy
+4,950
New +$348K ﹤0.01% 168

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Bank of New York Mellon
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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Charles Schwab Investment Advisory's EW Position: Q4 2019 in Review

Charles Schwab Investment Advisory sold out of Edwards Lifesciences (EW) in Q4 2019, closing a stake of 4,950 shares — an estimated $363K sold.

Charles Schwab Investment Advisory first reported a position in EW in Q3 2019 and held it in 1 quarter. The position peaked at $363K in Q3 2019. 1,092 funds tracked by Wall St. Rank hold EW as of Q4 2019.

  • Charles Schwab Investment Advisory reported no remaining Edwards Lifesciences position as of Q4 2019 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 4,950 Edwards Lifesciences shares in Q4 2019, an estimated $363K.
  • Charles Schwab Investment Advisory first reported a position in Edwards Lifesciences in Q3 2019 and held it in 1 quarter.
  • Charles Schwab Investment Advisory's Edwards Lifesciences position peaked at $363K in Q3 2019.
  • 1,092 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2019.

Based on Charles Schwab Investment Advisory's 13F filing for Q4 2019, filed 13 Feb 2020.