Financial Architects (New Jersey)’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $255K | Hold |
2,700
| – | – | 0.04% | 286 |
|
|
2023
Q1 | $223K | Sell |
2,700
-193
| -7% | -$15.2K | 0.04% | 299 |
|
|
2022
Q4 | $216K | Buy |
2,893
+141
| +5% | +$10.9K | 0.04% | 309 |
|
|
2022
Q3 | $227K | Buy |
+2,752
| New | +$265K | 0.04% | 284 |
|
|
2022
Q2 | – | Sell |
-2,700
| Closed | -$318K | – | 94 |
|
|
2022
Q1 | $318K | Sell |
2,700
-100
| -4% | -$11.2K | 0.05% | 258 |
|
|
2021
Q4 | $363K | Buy |
2,800
+100
| +4% | +$11.7K | 0.05% | 244 |
|
|
2021
Q3 | $306K | Hold |
2,700
| – | – | 0.04% | 260 |
|
|
2021
Q2 | $280K | Hold |
2,700
| – | – | 0.04% | 282 |
|
|
2021
Q1 | $226K | Hold |
2,700
| – | – | 0.04% | 307 |
|
|
2020
Q4 | $246K | Hold |
2,700
| – | – | 0.05% | 254 |
|
|
2020
Q3 | $216K | Hold |
2,700
| – | – | 0.05% | 253 |
|
|
2020
Q2 | $187K | Hold |
2,700
| – | – | 0.04% | 254 |
|
|
2020
Q1 | $170K | Hold |
2,700
| – | – | 0.05% | 236 |
|
|
2019
Q4 | $210K | Hold |
2,700
| – | – | 0.05% | 235 |
|
|
2019
Q3 | $198K | Hold |
2,700
| – | – | 0.05% | 229 |
|
|
2019
Q2 | $166K | Hold |
2,700
| – | – | 0.03% | 282 |
|
|
2019
Q1 | $172K | Hold |
2,700
| – | – | 0.03% | 329 |
|
|
2018
Q4 | $138K | Sell |
2,700
-300
| -10% | -$15.2K | 0.03% | 335 |
|
|
2018
Q3 | $174K | Buy |
3,000
+300
| +11% | +$14.7K | 0.03% | 337 |
|
|
2018
Q2 | $131K | Hold |
2,700
| – | – | 0.02% | 353 |
|
|
2018
Q1 | $126K | Sell |
2,700
-2,559
| -49% | -$111K | 0.02% | 401 |
|
|
2017
Q4 | $198K | Buy |
5,259
+420
| +9% | +$15.4K | 0.03% | 324 |
|
|
2017
Q3 | $176K | Buy |
4,839
+15
| +0.3% | +$572 | 0.03% | 352 |
|
|
2017
Q2 | $190K | Buy |
4,824
+9
| +0.2% | +$329 | 0.03% | 322 |
|
|
2017
Q1 | $151K | Sell |
4,815
-2,601
| -35% | -$81.4K | 0.03% | 352 |
|
|
2016
Q4 | $232K | Sell |
7,416
-1,044
| -12% | -$33.8K | 0.05% | 226 |
|
|
2016
Q3 | $340K | Buy |
8,460
+3,369
| +66% | +$127K | 0.09% | 175 |
|
|
2016
Q2 | $169K | Buy |
5,091
+1,425
| +39% | +$48.8K | 0.05% | 274 |
|
|
2016
Q1 | $108K | Buy |
+3,666
| New | +$101K | 0.04% | 262 |
|
|
2015
Q3 | – | Sell |
-3,636
| Closed | -$86K | – | 438 |
|
|
2015
Q2 | $86K | Sell |
3,636
-600
| -14% | -$13.5K | 0.03% | 330 |
|
|
2015
Q1 | $101K | Sell |
4,236
-564
| -12% | -$12.7K | 0.04% | 284 |
|
|
2014
Q4 | $102K | Sell |
4,800
-600
| -11% | -$12.1K | 0.04% | 244 |
|
|
2014
Q3 | $92K | Sell |
5,400
-1,200
| -18% | -$18.9K | 0.05% | 234 |
|
|
2014
Q2 | $94K | Buy |
+6,600
| New | +$89.5K | 0.05% | 236 |
|
Other funds holding EW
Financial Architects (New Jersey)'s EW Position: Q2 2023 in Review
Financial Architects (New Jersey) held its Edwards Lifesciences (EW) position steady in Q2 2023 at 2,700 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #286.
Financial Architects (New Jersey) first reported a position in EW in Q2 2014 and has held it in 34 quarters since. The position peaked at $363K in Q4 2021. 1,279 funds tracked by Wall St. Rank hold EW as of Q2 2023.
- Financial Architects (New Jersey) held 2,700 shares of Edwards Lifesciences worth $255K as of Q2 2023.
- Financial Architects (New Jersey) left its Edwards Lifesciences share count unchanged in Q2 2023.
- Edwards Lifesciences made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #286 holding.
- Financial Architects (New Jersey) first reported a position in Edwards Lifesciences in Q2 2014 and has held it in 34 quarters since.
- Financial Architects (New Jersey)'s Edwards Lifesciences position peaked at $363K in Q4 2021.
- 1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.