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Consolidated Planning Corp’s Edwards Lifesciences EW Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-15,147
Closed -$1.25M – 123
2022
Q3 		$1.25M Sell
15,147
-3
-0% -$289 0.39% 61
2022
Q2 		$1.44M Buy
+15,150
New +$1.57M 0.45% 57

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AllianceBernstein
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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
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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Norges Bank Oslo, Norway $935B AUM

Consolidated Planning Corp's EW Position: Q4 2022 in Review

Consolidated Planning Corp sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 15,147 shares — an estimated $1.25M sold.

Consolidated Planning Corp first reported a position in EW in Q2 2022 and held it in 2 quarters. The position peaked at $1.44M in Q2 2022. 1,228 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Consolidated Planning Corp reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
  • Consolidated Planning Corp sold 15,147 Edwards Lifesciences shares in Q4 2022, an estimated $1.25M.
  • Consolidated Planning Corp first reported a position in Edwards Lifesciences in Q2 2022 and held it in 2 quarters.
  • Consolidated Planning Corp's Edwards Lifesciences position peaked at $1.44M in Q2 2022.
  • 1,228 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Consolidated Planning Corp's 13F filing for Q4 2022, filed 13 Feb 2023.