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Graves Light Lenhart Wealth’s Edwards Lifesciences EW Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-276
Closed -$26K – 304
2022
Q2 		$26K Hold
276
– – ﹤0.01% 385
2022
Q1 		$32K Sell
276
-397
-59% -$44.5K ﹤0.01% 409
2021
Q4 		$87K Hold
673
– – 0.01% 324
2021
Q3 		$76K Hold
673
– – 0.01% 316
2021
Q2 		$70K Hold
673
– – 0.01% 337
2021
Q1 		$56K Hold
673
– – 0.01% 371
2020
Q4 		$61K Buy
+673
New +$55.8K 0.01% 344

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Graves Light Lenhart Wealth's EW Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 276 shares — an estimated $26K sold.

Graves Light Lenhart Wealth first reported a position in EW in Q4 2020 and held it in 7 quarters. The position peaked at $87K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 276 Edwards Lifesciences shares in Q3 2022, an estimated $26K.
  • Graves Light Lenhart Wealth first reported a position in Edwards Lifesciences in Q4 2020 and held it in 7 quarters.
  • Graves Light Lenhart Wealth's Edwards Lifesciences position peaked at $87K in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.