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FSC Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

FSC 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
2023
Q1 		– Sell
-1,200
Closed -$89.5K – 179
2022
Q4 		$89.5K Sell
1,200
-55
-4% -$4.24K 0.15% 32
2022
Q3 		$104K Hold
1,255
– – 1% 22
2022
Q2 		$119K Buy
1,255
+55
+5% +$5.69K 1.05% 21
2022
Q1 		$141K Hold
1,200
– – 0.13% 32
2021
Q4 		$155K Buy
+1,200
New +$140K 0.11% 40

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FSC Wealth Advisors's EW Position: Q1 2023 in Review

FSC Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 1,200 shares — an estimated $89.5K sold.

FSC Wealth Advisors first reported a position in EW in Q4 2021 and held it in 5 quarters. The position peaked at $155K in Q4 2021. 1,245 funds tracked by Wall St. Rank hold EW as of Q1 2023.

  • FSC Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
  • FSC Wealth Advisors sold 1,200 Edwards Lifesciences shares in Q1 2023, an estimated $89.5K.
  • FSC Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2021 and held it in 5 quarters.
  • FSC Wealth Advisors's Edwards Lifesciences position peaked at $155K in Q4 2021.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on FSC Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.