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Herold Advisors’s Edwards Lifesciences EW Stock Holding History

Herold 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 		– Sell
-1,600
Closed -$188K – 331
2022
Q1 		$188K Hold
1,600
– – 0.07% 205
2021
Q4 		$207K Hold
1,600
– – 0.08% 196
2021
Q3 		$181K Buy
+1,600
New +$183K 0.07% 210

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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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Herold Advisors's EW Position: Q2 2022 in Review

Herold Advisors sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,600 shares — an estimated $188K sold.

Herold Advisors first reported a position in EW in Q3 2021 and held it in 3 quarters. The position peaked at $207K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Herold Advisors reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,600 Edwards Lifesciences shares in Q2 2022, an estimated $188K.
  • Herold Advisors first reported a position in Edwards Lifesciences in Q3 2021 and held it in 3 quarters.
  • Herold Advisors's Edwards Lifesciences position peaked at $207K in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.