FRG Family Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

FRG Family Wealth 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
2021 Q3	–	Sell	-13,344	Closed	-$1.38M	–	137
2021 Q2	$1.38M	Hold	13,344	–	–	0.26%	61
2021 Q1	$1.12M	Hold	13,344	–	–	0.23%	69
2020 Q4	$1.22M	Hold	13,344	–	–	0.27%	60
2020 Q3	$1.06M	Hold	13,344	–	–	0.26%	64
2020 Q2	$922K	Hold	13,344	–	–	0.24%	70
2020 Q1	$839K	Hold	13,344	–	–	0.25%	70
2019 Q4	$1.04M	Hold	13,344	–	–	0.25%	73
2019 Q3	$978K	Hold	13,344	–	–	0.25%	76
2019 Q2	$822K	Hold	13,344	–	–	0.22%	83
2019 Q1	$851K	Hold	13,344	–	–	0.24%	81
2018 Q4	$681K	Sell	13,344 -750	-5%	-$37.9K	0.22%	86
2018 Q3	$818K	Hold	14,094	–	–	0.22%	90
2018 Q2	$684K	Hold	14,094	–	–	0.2%	93
2018 Q1	$655K	Hold	14,094	–	–	0.22%	95
2017 Q4	$530K	Hold	14,094	–	–	0.17%	100
2017 Q3	$514K	Buy	14,094 +750	+6%	+$28.6K	0.18%	101
2017 Q2	$526K	Hold	13,344	–	–	0.19%	99
2017 Q1	$417K	Hold	13,344	–	–	0.16%	103
2016 Q4	$417K	Hold	13,344	–	–	0.17%	102
2016 Q3	$536K	Hold	13,344	–	–	0.24%	92
2016 Q2	$444K	Hold	13,344	–	–	0.2%	96
2016 Q1	$395K	Hold	13,344	–	–	0.19%	96
2015 Q4	$351K	Buy	+13,344	New	+$347K	0.17%	100

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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

FRG Family Wealth Advisors's EW Position: Q3 2021 in Review

FRG Family Wealth Advisors sold out of Edwards Lifesciences (EW) in Q3 2021, closing a stake of 13,344 shares — an estimated $1.38M sold.

FRG Family Wealth Advisors first reported a position in EW in Q4 2015 and held it in 23 quarters. The position peaked at $1.38M in Q2 2021. 1,227 funds tracked by Wall St. Rank hold EW as of Q3 2021.

FRG Family Wealth Advisors reported no remaining Edwards Lifesciences position as of Q3 2021 after selling out during the quarter.
FRG Family Wealth Advisors sold 13,344 Edwards Lifesciences shares in Q3 2021, an estimated $1.38M.
FRG Family Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2015 and held it in 23 quarters.
FRG Family Wealth Advisors's Edwards Lifesciences position peaked at $1.38M in Q2 2021.
1,227 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2021.

Based on FRG Family Wealth Advisors's 13F filing for Q3 2021, filed 2 Mar 2022.