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Claro Advisors’s Edwards Lifesciences EW Stock Holding History

Claro 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
2023
Q3 		– Sell
-5,480
Closed -$517K – 379
2023
Q2 		$517K Buy
5,480
+31
+0.6% +$2.69K 0.13% 190
2023
Q1 		$451K Buy
5,449
+20
+0.4% +$1.57K 0.13% 193
2022
Q4 		$405K Sell
5,429
-1,011
-16% -$77.9K 0.13% 194
2022
Q3 		$612K Hold
6,440
– – 0.24% 105
2022
Q2 		$612K Buy
+6,440
New +$667K 0.24% 105
2022
Q1 		– Sell
-6,401
Closed -$829K – 286
2021
Q4 		$829K Hold
6,401
– – 0.3% 87
2021
Q3 		$725K Buy
6,401
+9
+0.1% +$1.03K 0.3% 84
2021
Q2 		$662K Buy
6,392
+20
+0.3% +$1.89K 0.3% 91
2021
Q1 		$533K Buy
6,372
+66
+1% +$5.58K 0.27% 106
2020
Q4 		$575K Hold
6,306
– – 0.31% 91
2020
Q3 		$503K Hold
6,306
– – 0.32% 91
2020
Q2 		$436K Sell
6,306
-30
-0.5% -$2.13K 0.3% 99
2020
Q1 		$398K Buy
6,336
+45
+0.7% +$3.25K 0.37% 84
2019
Q4 		$489K Hold
6,291
– – 0.38% 79
2019
Q3 		$461K Hold
6,291
– – 0.41% 71
2019
Q2 		$387K Sell
6,291
-45
-0.7% -$2.72K 0.36% 85
2019
Q1 		$404K Buy
6,336
+51
+0.8% +$2.91K 0.4% 76
2018
Q4 		$365K Buy
+6,285
New +$318K 0.29% 81

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Claro Advisors's EW Position: Q3 2023 in Review

Claro Advisors sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 5,480 shares — an estimated $517K sold.

Claro Advisors first reported a position in EW in Q4 2018 and held it in 18 quarters. The position peaked at $829K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Claro Advisors reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Claro Advisors sold 5,480 Edwards Lifesciences shares in Q3 2023, an estimated $517K.
  • Claro Advisors first reported a position in Edwards Lifesciences in Q4 2018 and held it in 18 quarters.
  • Claro Advisors's Edwards Lifesciences position peaked at $829K in Q4 2021.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Claro Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.