Highland Private Wealth Management’s Edwards Lifesciences EW Stock Holding History

Highland Private Wealth Management’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	–	Sell	-2,530	Closed	-$209K	–	57
2022 Q3	$209K	Sell	2,530 -39	-2%	-$3.75K	0.03%	175
2022 Q2	$245K	Sell	2,569 -54	-2%	-$5.59K	0.04%	153
2022 Q1	$308K	Buy	2,623 +19	+0.7%	+$2.13K	0.04%	130
2021 Q4	$337K	Buy	2,604 +166	+7%	+$19.4K	0.04%	128
2021 Q3	$276K	Buy	2,438 +53	+2%	+$6.05K	0.04%	140
2021 Q2	$247K	Buy	+2,385	New	+$225K	0.04%	149
2021 Q1	–	Sell	-2,316	Closed	-$212K	–	157
2020 Q4	$212K	Sell	2,316 -377	-14%	-$31.3K	0.04%	138
2020 Q3	$215K	Buy	+2,693	New	+$210K	0.04%	123

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 $3.37T AUM 44.26% 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

Highland Private Wealth Management's EW Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2022, closing a stake of 2,530 shares — an estimated $209K sold.

Highland Private Wealth Management first reported a position in EW in Q3 2020 and held it in 8 quarters. The position peaked at $337K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

Highland Private Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2022 after selling out during the quarter.
Highland Private Wealth Management sold 2,530 Edwards Lifesciences shares in Q4 2022, an estimated $209K.
Highland Private Wealth Management first reported a position in Edwards Lifesciences in Q3 2020 and held it in 8 quarters.
Highland Private Wealth Management's Edwards Lifesciences position peaked at $337K in Q4 2021.
1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.