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IBEX Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

IBEX Wealth 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
2020
Q1 		– Sell
-31,530
Closed -$2.45M – 101
2019
Q4 		$2.45M Buy
+31,530
New +$2.46M 0.75% 58
2019
Q3 		– Sell
-32,352
Closed -$1.99M – 163
2019
Q2 		$1.99M Sell
32,352
-792
-2% -$47.9K 0.57% 71
2019
Q1 		$2.11M Buy
+33,144
New +$1.89M 0.74% 61

Other funds holding EW

BlackRock
BlackRock New York $5.72T 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

IBEX Wealth Advisors's EW Position: Q1 2020 in Review

IBEX Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 31,530 shares — an estimated $2.45M sold.

IBEX Wealth Advisors first reported a position in EW in Q1 2019 and held it in 3 quarters. The position peaked at $2.45M in Q4 2019. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

  • IBEX Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
  • IBEX Wealth Advisors sold 31,530 Edwards Lifesciences shares in Q1 2020, an estimated $2.45M.
  • IBEX Wealth Advisors first reported a position in Edwards Lifesciences in Q1 2019 and held it in 3 quarters.
  • IBEX Wealth Advisors's Edwards Lifesciences position peaked at $2.45M in Q4 2019.
  • 1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on IBEX Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.