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Compass Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Compass Financial 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
2022
Q3 		– Sell
-3,184
Closed -$303K – 119
2022
Q2 		$303K Buy
+3,184
New +$330K 0.41% 84
2022
Q1 		– Sell
-4,284
Closed -$555K – 142
2021
Q4 		$555K Buy
+4,284
New +$500K 0.61% 63

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Compass Financial Advisors's EW Position: Q3 2022 in Review

Compass Financial Advisors sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 3,184 shares — an estimated $303K sold.

Compass Financial Advisors first reported a position in EW in Q4 2021 and held it in 2 quarters. The position peaked at $555K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • Compass Financial Advisors reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 3,184 Edwards Lifesciences shares in Q3 2022, an estimated $303K.
  • Compass Financial Advisors first reported a position in Edwards Lifesciences in Q4 2021 and held it in 2 quarters.
  • Compass Financial Advisors's Edwards Lifesciences position peaked at $555K in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Compass Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.