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Heritage Financial Services’s Edwards Lifesciences EW Stock Holding History

Heritage Financial Services’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
-1,086
Closed -$103K – 195
2022
Q2 		$103K Buy
+1,086
New +$112K 0.06% 112

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Heritage Financial Services's EW Position: Q3 2022 in Review

Heritage Financial Services sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 1,086 shares — an estimated $103K sold.

Heritage Financial Services first reported a position in EW in Q2 2022 and held it in 1 quarter. The position peaked at $103K in Q2 2022. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • Heritage Financial Services reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 1,086 Edwards Lifesciences shares in Q3 2022, an estimated $103K.
  • Heritage Financial Services first reported a position in Edwards Lifesciences in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Edwards Lifesciences position peaked at $103K in Q2 2022.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.