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Global Wealth Management Investment Advisory’s Edwards Lifesciences EW Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q2 		– Sell
-45
Closed -$3K – 621
2020
Q1 		$3K Buy
+45
New +$3.25K ﹤0.01% 465
2019
Q4 		– Sell
-27
Closed -$2K – 651
2019
Q3 		$2K Hold
27
– – ﹤0.01% 508
2019
Q2 		$2K Hold
27
– – ﹤0.01% 556
2019
Q1 		$2K Hold
27
– – ﹤0.01% 542
2018
Q4 		$1K Buy
+27
New +$1.37K ﹤0.01% 638

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Global Wealth Management Investment Advisory's EW Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Edwards Lifesciences (EW) in Q2 2020, closing a stake of 45 shares — an estimated $3K sold.

Global Wealth Management Investment Advisory first reported a position in EW in Q4 2018 and held it in 5 quarters. The position peaked at $3K in Q1 2020. 1,047 funds tracked by Wall St. Rank hold EW as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining Edwards Lifesciences position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 45 Edwards Lifesciences shares in Q2 2020, an estimated $3K.
  • Global Wealth Management Investment Advisory first reported a position in Edwards Lifesciences in Q4 2018 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's Edwards Lifesciences position peaked at $3K in Q1 2020.
  • 1,047 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.