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Garrett Wealth Advisory Group’s Edwards Lifesciences EW Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-81
Closed -$5.94K – 241
2019
Q3 		$5.94K Buy
+81
New +$5.69K ﹤0.01% 340

Other funds holding EW

BlackRock
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Garrett Wealth Advisory Group's EW Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Edwards Lifesciences (EW) in Q4 2019, closing a stake of 81 shares — an estimated $5.94K sold.

Garrett Wealth Advisory Group first reported a position in EW in Q3 2019 and held it in 1 quarter. The position peaked at $5.94K in Q3 2019. 1,092 funds tracked by Wall St. Rank hold EW as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Edwards Lifesciences position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 81 Edwards Lifesciences shares in Q4 2019, an estimated $5.94K.
  • Garrett Wealth Advisory Group first reported a position in Edwards Lifesciences in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Edwards Lifesciences position peaked at $5.94K in Q3 2019.
  • 1,092 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.