CWM
EW icon

Circle Wealth Management’s Edwards Lifesciences EW Stock Holding History

Circle Wealth Management’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
Q2 		– Sell
-2,067
Closed -$243K – 167
2022
Q1 		$243K Hold
2,067
– – 0.03% 171
2021
Q4 		$268K Hold
2,067
– – 0.04% 173
2021
Q3 		$234K Sell
2,067
-2,475
-54% -$283K 0.03% 165
2021
Q2 		$470K Buy
4,542
+8
+0.2% +$754 0.07% 135
2021
Q1 		$379K Hold
4,534
– – 0.06% 131
2020
Q4 		$414K Buy
+4,534
New +$376K 0.06% 163

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Circle Wealth Management's EW Position: Q2 2022 in Review

Circle Wealth Management sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 2,067 shares — an estimated $243K sold.

Circle Wealth Management first reported a position in EW in Q4 2020 and held it in 6 quarters. The position peaked at $470K in Q2 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Circle Wealth Management reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Circle Wealth Management sold 2,067 Edwards Lifesciences shares in Q2 2022, an estimated $243K.
  • Circle Wealth Management first reported a position in Edwards Lifesciences in Q4 2020 and held it in 6 quarters.
  • Circle Wealth Management's Edwards Lifesciences position peaked at $470K in Q2 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Circle Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.