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GHP Investment Advisors’s Edwards Lifesciences EW Stock Holding History

GHP Investment 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
-147
Closed -$11K – 932
2022
Q4 		$11K Hold
147
– – ﹤0.01% 674
2022
Q3 		$12K Hold
147
– – ﹤0.01% 644
2022
Q2 		$14K Hold
147
– – ﹤0.01% 631
2022
Q1 		$17K Buy
+147
New +$16.5K ﹤0.01% 634

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
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

GHP Investment Advisors's EW Position: Q1 2023 in Review

GHP Investment Advisors sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 147 shares — an estimated $11K sold.

GHP Investment Advisors first reported a position in EW in Q1 2022 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 1,245 funds tracked by Wall St. Rank hold EW as of Q1 2023.

  • GHP Investment Advisors reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 147 Edwards Lifesciences shares in Q1 2023, an estimated $11K.
  • GHP Investment Advisors first reported a position in Edwards Lifesciences in Q1 2022 and held it in 4 quarters.
  • GHP Investment Advisors's Edwards Lifesciences position peaked at $17K in Q1 2022.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on GHP Investment Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.