GLLW
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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 – 305
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 $5.7T 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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