EWA
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Evolution Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Evolution 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
2021
Q4 		– Sell
-224
Closed -$25K – 315
2021
Q3 		$25K Sell
224
-228
-50% -$26K 0.01% 291
2021
Q2 		$47K Hold
452
– – 0.01% 218
2021
Q1 		$38K Buy
452
+69
+18% +$5.83K 0.01% 222
2020
Q4 		$35K Buy
383
+44
+13% +$3.65K 0.01% 206
2020
Q3 		$27K Hold
339
– – 0.01% 240
2020
Q2 		$23K Buy
339
+93
+38% +$6.61K 0.01% 196
2020
Q1 		$15K Sell
246
-114
-32% -$8.22K 0.01% 173
2019
Q4 		$28K Buy
360
+327
+991% +$25.5K 0.01% 192
2019
Q3 		$2K Sell
33
-435
-93% -$30.6K ﹤0.01% 404
2019
Q2 		$29K Buy
+468
New +$28.3K 0.01% 108

Other funds holding EW

BlackRock
BlackRock New York $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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