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Dixon Hughes Goodman Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$155K Buy
1,320
+1,200
+1,000% +$135K 0.04% 192
2021
Q4 		$16K Buy
+120
New +$14K 0.01% 407

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's EW Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Edwards Lifesciences (EW) stake by 1,000% in Q1 2022, buying an estimated $135K and bringing the position to 1,320 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #192.

Dixon Hughes Goodman Wealth Advisors first reported a position in EW in Q4 2021 and has held it in 2 quarters since. 1,314 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,320 shares of Edwards Lifesciences worth $155K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1,200 Edwards Lifesciences shares in Q1 2022, an estimated $135K.
  • Edwards Lifesciences made up 0.04% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #192 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2021 and has held it in 2 quarters since.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.