EWA
EW icon

ERTS Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

ERTS 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
2020
Q1 		– Sell
-2,847
Closed -$221K – 85
2019
Q4 		$221K Sell
2,847
-276
-9% -$21.6K 0.1% 77
2019
Q3 		$229K Sell
3,123
-270
-8% -$19K 0.12% 73
2019
Q2 		$209K Hold
3,393
– – 0.12% 81
2019
Q1 		$216K Buy
3,393
+1,500
+79% +$85.6K 0.13% 78
2018
Q4 		$97K Buy
+1,893
New +$95.8K 0.07% 123

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ERTS Wealth Advisors's EW Position: Q1 2020 in Review

ERTS Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 2,847 shares — an estimated $221K sold.

ERTS Wealth Advisors first reported a position in EW in Q4 2018 and held it in 5 quarters. The position peaked at $229K in Q3 2019. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

  • ERTS Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
  • ERTS Wealth Advisors sold 2,847 Edwards Lifesciences shares in Q1 2020, an estimated $221K.
  • ERTS Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2018 and held it in 5 quarters.
  • ERTS Wealth Advisors's Edwards Lifesciences position peaked at $229K in Q3 2019.
  • 1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on ERTS Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.