HWM
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HighMark Wealth Management’s Edwards Lifesciences EW Stock Holding History

HighMark 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
2021
Q1 		– Sell
-48
Closed -$4K – 489
2020
Q4 		$4K Hold
48
– – ﹤0.01% 353
2020
Q3 		$4K Hold
48
– – ﹤0.01% 342
2020
Q2 		$3K Buy
48
+6
+14% +$426 ﹤0.01% 358
2020
Q1 		$2K Sell
42
-15
-26% -$1.08K ﹤0.01% 296
2019
Q4 		$4K Buy
+57
New +$4.45K ﹤0.01% 298

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

HighMark Wealth Management's EW Position: Q1 2021 in Review

HighMark Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2021, closing a stake of 48 shares — an estimated $4K sold.

HighMark Wealth Management first reported a position in EW in Q4 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2020. 1,143 funds tracked by Wall St. Rank hold EW as of Q1 2021.

  • HighMark Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2021 after selling out during the quarter.
  • HighMark Wealth Management sold 48 Edwards Lifesciences shares in Q1 2021, an estimated $4K.
  • HighMark Wealth Management first reported a position in Edwards Lifesciences in Q4 2019 and held it in 5 quarters.
  • HighMark Wealth Management's Edwards Lifesciences position peaked at $4K in Q4 2020.
  • 1,143 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on HighMark Wealth Management's 13F filing for Q1 2021, filed 22 Apr 2021.