HWMA
EW icon

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM