Heritage Wealth Management (Arizona)’s Edwards Lifesciences EW Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$364K	Buy	4,878 +2,439	+100%	+$188K	0.05%	272
2022 Q3	$202K	Hold	2,439	–	–	0.06%	222
2022 Q2	$232K	Hold	2,439	–	–	0.08%	208
2022 Q1	$287K	Buy	+2,439	New	+$274K	0.08%	202
2021 Q3	$301K	Buy	2,655 +228	+9%	+$26K	0.11%	151
2021 Q2	$251K	Sell	2,427 -459	-16%	-$43.3K	0.1%	187
2021 Q1	$241K	Buy	+2,886	New	+$244K	0.14%	137

Other funds holding EW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Arizona)'s EW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Edwards Lifesciences (EW) stake by 100% in Q4 2022, buying an estimated $188K and bringing the position to 4,878 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #272.

Heritage Wealth Management (Arizona) first reported a position in EW in Q1 2021 and has held it in 7 quarters since. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

Heritage Wealth Management (Arizona) held 4,878 shares of Edwards Lifesciences worth $364K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,439 Edwards Lifesciences shares in Q4 2022, an estimated $188K.
Edwards Lifesciences made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #272 holding.
Heritage Wealth Management (Arizona) first reported a position in Edwards Lifesciences in Q1 2021 and has held it in 7 quarters since.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.