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Financial Advocates Investment Management’s Edwards Lifesciences EW Stock Holding History

Financial Advocates Investment 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
2022
Q3 		– Sell
-2,362
Closed -$225K – 772
2022
Q2 		$225K Buy
+2,362
New +$245K 0.02% 584
2022
Q1 		– Sell
-3,136
Closed -$406K – 754
2021
Q4 		$406K Buy
3,136
+1,310
+72% +$153K 0.03% 543
2021
Q3 		$206K Buy
+1,826
New +$208K 0.01% 703

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Advocates Investment Management's EW Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 2,362 shares — an estimated $225K sold.

Financial Advocates Investment Management first reported a position in EW in Q3 2021 and held it in 3 quarters. The position peaked at $406K in Q4 2021. 1,247 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,362 Edwards Lifesciences shares in Q3 2022, an estimated $225K.
  • Financial Advocates Investment Management first reported a position in Edwards Lifesciences in Q3 2021 and held it in 3 quarters.
  • Financial Advocates Investment Management's Edwards Lifesciences position peaked at $406K in Q4 2021.
  • 1,247 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.