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Frontier Wealth Management’s Edwards Lifesciences EW Stock Holding History

Frontier Wealth Management’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 		$335K Sell
3,524
-50
-1% -$5.18K 0.02% 288
2022
Q1 		$432K Hold
3,574
– – 0.01% 261
2021
Q4 		$463K Sell
3,574
-100
-3% -$11.7K 0.03% 273
2021
Q3 		$416K Sell
3,674
-258
-7% -$29.4K 0.03% 286
2021
Q2 		$407K Buy
3,932
+88
+2% +$8.29K 0.03% 287
2021
Q1 		$322K Sell
3,844
-326
-8% -$27.6K 0.02% 297
2020
Q4 		$380K Sell
4,170
-100
-2% -$8.29K 0.03% 269
2020
Q3 		$341K Sell
4,270
-200
-4% -$15.6K 0.03% 268
2020
Q2 		$309K Hold
4,470
– – 0.03% 271
2020
Q1 		$281K Buy
+4,470
New +$322K 0.05% 223
2019
Q4 		– Sell
-5,370
Closed -$394K – 308
2019
Q3 		$394K Sell
5,370
-150
-3% -$10.5K 0.06% 215
2019
Q2 		$340K Hold
5,520
– – 0.05% 228
2019
Q1 		$352K Sell
5,520
-1,800
-25% -$103K 0.05% 254
2018
Q4 		$374K Hold
7,320
– – 0.06% 237
2018
Q3 		$425K Hold
7,320
– – 0.04% 250
2018
Q2 		$355K Hold
7,320
– – 0.05% 265
2018
Q1 		$340K Hold
7,320
– – 0.05% 283
2017
Q4 		$275K Sell
7,320
-3,300
-31% -$121K 0.04% 280
2017
Q3 		$387K Hold
10,620
– – 0.06% 264
2017
Q2 		$419K Buy
10,620
+600
+6% +$21.9K 0.06% 253
2017
Q1 		$314K Buy
+10,020
New +$314K 0.05% 295
2015
Q4 		– Sell
-14,976
Closed -$355K – 356
2015
Q3 		$355K Sell
14,976
-3,462
-19% -$83.6K 0.06% 234
2015
Q2 		$438K Sell
18,438
-1,998
-10% -$45.1K 0.07% 216
2015
Q1 		$485K Buy
20,436
+4,728
+30% +$106K 0.08% 170
2014
Q4 		$333K Buy
+15,708
New +$316K 0.06% 174

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
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

Frontier Wealth Management's EW Position: Q2 2022 in Review

Frontier Wealth Management reduced its Edwards Lifesciences (EW) stake by 1.4% in Q2 2022, selling an estimated $5.18K and leaving 3,524 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #288.

Frontier Wealth Management first reported a position in EW in Q4 2014 and has held it in 25 quarters since. The position peaked at $485K in Q1 2015. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Frontier Wealth Management held 3,524 shares of Edwards Lifesciences worth $335K as of Q2 2022.
  • Frontier Wealth Management sold 50 Edwards Lifesciences shares in Q2 2022, an estimated $5.18K.
  • Edwards Lifesciences made up 0.02% of Frontier Wealth Management's portfolio in Q2 2022, its #288 holding.
  • Frontier Wealth Management first reported a position in Edwards Lifesciences in Q4 2014 and has held it in 25 quarters since.
  • Frontier Wealth Management's Edwards Lifesciences position peaked at $485K in Q1 2015.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.