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First Personal Financial Services’s Edwards Lifesciences EW Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-69
Closed -$6K – 314
2020
Q4 		$6K Buy
+69
New +$5.72K ﹤0.01% 290
2020
Q1 		– Sell
-33
Closed -$3K – 373
2019
Q4 		$3K Sell
33
-795
-96% -$62.1K ﹤0.01% 330
2019
Q3 		$61K Sell
828
-3
-0.4% -$211 0.02% 220
2019
Q2 		$51K Buy
831
+33
+4% +$2K 0.01% 278
2019
Q1 		$51K Buy
798
+66
+9% +$3.77K 0.02% 268
2018
Q4 		$37K Buy
732
+219
+43% +$11.1K 0.01% 299
2018
Q3 		$30K Buy
513
+327
+176% +$16K 0.01% 353
2018
Q2 		$9K Sell
186
-96
-34% -$4.48K ﹤0.01% 495
2018
Q1 		$13K Buy
282
+3
+1% +$130 ﹤0.01% 725
2017
Q4 		$10K Buy
279
+183
+191% +$6.72K ﹤0.01% 779
2017
Q3 		$3K Sell
96
-60
-38% -$2.29K ﹤0.01% 802
2017
Q2 		$6K Buy
156
+60
+63% +$2.19K ﹤0.01% 776
2017
Q1 		$3K Hold
96
– – ﹤0.01% 825
2016
Q4 		$3K Sell
96
-75
-44% -$2.43K ﹤0.01% 860
2016
Q3 		$7K Sell
171
-57
-25% -$2.15K ﹤0.01% 652
2016
Q2 		$8K Buy
+228
New +$7.8K ﹤0.01% 613

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

First Personal Financial Services's EW Position: Q1 2021 in Review

First Personal Financial Services sold out of Edwards Lifesciences (EW) in Q1 2021, closing a stake of 69 shares — an estimated $6K sold.

First Personal Financial Services first reported a position in EW in Q2 2016 and held it in 16 quarters. The position peaked at $61K in Q3 2019. 1,143 funds tracked by Wall St. Rank hold EW as of Q1 2021.

  • First Personal Financial Services reported no remaining Edwards Lifesciences position as of Q1 2021 after selling out during the quarter.
  • First Personal Financial Services sold 69 Edwards Lifesciences shares in Q1 2021, an estimated $6K.
  • First Personal Financial Services first reported a position in Edwards Lifesciences in Q2 2016 and held it in 16 quarters.
  • First Personal Financial Services's Edwards Lifesciences position peaked at $61K in Q3 2019.
  • 1,143 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on First Personal Financial Services's 13F filing for Q1 2021, filed 29 Apr 2021.