HC Financial Advisors’s Edwards Lifesciences EW Stock Holding History

HC Financial 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
2022 Q2	$60K	Hold	636	–	–	0.04%	119
2022 Q1	$75K	Hold	636	–	–	0.04%	112
2021 Q4	$82K	Hold	636	–	–	0.05%	114
2021 Q3	$72K	Hold	636	–	–	0.04%	114
2021 Q2	$66K	Hold	636	–	–	0.04%	118
2021 Q1	$53K	Hold	636	–	–	0.03%	127
2020 Q4	$58K	Hold	636	–	–	0.04%	130
2020 Q3	$51K	Hold	636	–	–	0.04%	120
2020 Q2	$44K	Hold	636	–	–	0.03%	122
2020 Q1	$40K	Buy	+636	New	+$45.9K	0.04%	125

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HC Financial Advisors's EW Position: Q2 2022 in Review

HC Financial Advisors held its Edwards Lifesciences (EW) position steady in Q2 2022 at 636 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #119.

HC Financial Advisors first reported a position in EW in Q1 2020 and has held it in 10 quarters since. The position peaked at $82K in Q4 2021. 1,273 funds tracked by Wall St. Rank hold EW as of Q2 2022.

HC Financial Advisors held 636 shares of Edwards Lifesciences worth $60K as of Q2 2022.
HC Financial Advisors left its Edwards Lifesciences share count unchanged in Q2 2022.
Edwards Lifesciences made up 0.04% of HC Financial Advisors's portfolio in Q2 2022, its #119 holding.
HC Financial Advisors first reported a position in Edwards Lifesciences in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Edwards Lifesciences position peaked at $82K in Q4 2021.
1,273 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.