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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolution Wealth Advisors's EW Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 224 shares — an estimated $25K sold.

Evolution Wealth Advisors first reported a position in EW in Q2 2019 and held it in 10 quarters. The position peaked at $47K in Q2 2021. 1,319 funds tracked by Wall St. Rank hold EW as of Q4 2021.

Evolution Wealth Advisors reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 224 Edwards Lifesciences shares in Q4 2021, an estimated $25K.
Evolution Wealth Advisors first reported a position in Edwards Lifesciences in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Edwards Lifesciences position peaked at $47K in Q2 2021.
1,319 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.