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Filbrandt Wealth Management’s Edwards Lifesciences EW Stock Holding History

Filbrandt Wealth Management’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
Q3 		$139K Buy
1,231
+31
+3% +$3.54K 0.08% 48
2021
Q2 		$124K Hold
1,200
– – 0.07% 51
2021
Q1 		$100K Hold
1,200
– – 0.06% 58
2020
Q4 		$109K Hold
1,200
– – 0.07% 50
2020
Q3 		$96K Sell
1,200
-13
-1% -$1.01K 0.08% 54
2020
Q2 		$84K Buy
1,213
+13
+1% +$924 0.07% 81
2020
Q1 		$75K Hold
1,200
– – 0.08% 51
2019
Q4 		$93K Buy
+1,200
New +$93.7K 0.08% 52

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Filbrandt Wealth Management's EW Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Edwards Lifesciences (EW) stake by 2.6% in Q3 2021, buying an estimated $3.54K and bringing the position to 1,231 shares worth $139K. The position accounts for 0.08% of the portfolio, ranked #48.

Filbrandt Wealth Management first reported a position in EW in Q4 2019 and has held it in 8 quarters since. 1,227 funds tracked by Wall St. Rank hold EW as of Q3 2021.

  • Filbrandt Wealth Management held 1,231 shares of Edwards Lifesciences worth $139K as of Q3 2021.
  • Filbrandt Wealth Management bought 31 Edwards Lifesciences shares in Q3 2021, an estimated $3.54K.
  • Edwards Lifesciences made up 0.08% of Filbrandt Wealth Management's portfolio in Q3 2021, its #48 holding.
  • Filbrandt Wealth Management first reported a position in Edwards Lifesciences in Q4 2019 and has held it in 8 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.