FourThought Financial’s Edwards Lifesciences EW Stock Holding History

FourThought Financial’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	$284K	Buy	3,431 +948	+38%	+$91.2K	0.04%	252
2022 Q2	$236K	Buy	2,483 +291	+13%	+$30.1K	0.03%	289
2022 Q1	$258K	Hold	2,192	–	–	0.03%	293
2021 Q4	$284K	Sell	2,192 -1,116	-34%	-$130K	0.04%	282
2021 Q3	$374K	Sell	3,308 -529	-14%	-$60.4K	0.05%	245
2021 Q2	$397K	Sell	3,837 -51	-1%	-$4.81K	0.05%	240
2021 Q1	$325K	Sell	3,888 -63	-2%	-$5.33K	0.05%	276
2020 Q4	$360K	Buy	+3,951	New	+$328K	0.06%	246

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial's EW Position: Q3 2022 in Review

FourThought Financial increased its Edwards Lifesciences (EW) stake by 38% in Q3 2022, buying an estimated $91.2K and bringing the position to 3,431 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #252.

FourThought Financial first reported a position in EW in Q4 2020 and has held it in 8 quarters since. The position peaked at $397K in Q2 2021. 1,247 funds tracked by Wall St. Rank hold EW as of Q3 2022.

FourThought Financial held 3,431 shares of Edwards Lifesciences worth $284K as of Q3 2022.
FourThought Financial bought 948 Edwards Lifesciences shares in Q3 2022, an estimated $91.2K.
Edwards Lifesciences made up 0.04% of FourThought Financial's portfolio in Q3 2022, its #252 holding.
FourThought Financial first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Edwards Lifesciences position peaked at $397K in Q2 2021.
1,247 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.