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Fortem Financial Group’s Edwards Lifesciences EW Stock Holding History

Fortem Financial Group’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
Q2 		– Sell
-2,000
Closed -$235K – 181
2022
Q1 		$235K Sell
2,000
-20
-1% -$2.24K 0.1% 151
2021
Q4 		$262K Hold
2,020
– – 0.12% 150
2021
Q3 		$229K Hold
2,020
– – 0.12% 157
2021
Q2 		$209K Buy
+2,020
New +$190K 0.11% 157
2021
Q1 		– Sell
-2,120
Closed -$193K – 251
2020
Q4 		$193K Buy
+2,120
New +$176K 0.12% 148

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Bank of New York Mellon
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AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
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Brown Advisory
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Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortem Financial Group's EW Position: Q2 2022 in Review

Fortem Financial Group sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 2,000 shares — an estimated $235K sold.

Fortem Financial Group first reported a position in EW in Q4 2020 and held it in 5 quarters. The position peaked at $262K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Fortem Financial Group reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Fortem Financial Group sold 2,000 Edwards Lifesciences shares in Q2 2022, an estimated $235K.
  • Fortem Financial Group first reported a position in Edwards Lifesciences in Q4 2020 and held it in 5 quarters.
  • Fortem Financial Group's Edwards Lifesciences position peaked at $262K in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Fortem Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.