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Fragasso Financial Advisors’s Edwards Lifesciences EW Stock Holding History

Fragasso Financial Advisors’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
2020
Q1 		– Sell
-3,600
Closed -$280K – 124
2019
Q4 		$280K Hold
3,600
– – 0.05% 117
2019
Q3 		$264K Hold
3,600
– – 0.05% 110
2019
Q2 		$222K Buy
+3,600
New +$218K 0.04% 121

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Wellington Management Group
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
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Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
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Fragasso Financial Advisors's EW Position: Q1 2020 in Review

Fragasso Financial Advisors sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 3,600 shares — an estimated $280K sold.

Fragasso Financial Advisors first reported a position in EW in Q2 2019 and held it in 3 quarters. The position peaked at $280K in Q4 2019. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

  • Fragasso Financial Advisors reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
  • Fragasso Financial Advisors sold 3,600 Edwards Lifesciences shares in Q1 2020, an estimated $280K.
  • Fragasso Financial Advisors first reported a position in Edwards Lifesciences in Q2 2019 and held it in 3 quarters.
  • Fragasso Financial Advisors's Edwards Lifesciences position peaked at $280K in Q4 2019.
  • 1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on Fragasso Financial Advisors's 13F filing for Q1 2020, filed 14 May 2020.