CM Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

CM Wealth 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 Q2	–	Sell	-14,019	Closed	-$1.23M	–	252
2023 Q1	$1.23M	Buy	+14,019	New	+$1.1M	0.24%	120

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CM Wealth Advisors's EW Position: Q2 2023 in Review

CM Wealth Advisors sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 14,019 shares — an estimated $1.23M sold.

CM Wealth Advisors first reported a position in EW in Q1 2023 and held it in 1 quarter. The position peaked at $1.23M in Q1 2023. 1,278 funds tracked by Wall St. Rank hold EW as of Q2 2023.

CM Wealth Advisors reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 14,019 Edwards Lifesciences shares in Q2 2023, an estimated $1.23M.
CM Wealth Advisors first reported a position in Edwards Lifesciences in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Edwards Lifesciences position peaked at $1.23M in Q1 2023.
1,278 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.