IWP
EW icon

Icon Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-168
Closed -$11K – 347
2019
Q1 		$11K Buy
+168
New +$9.59K ﹤0.01% 648
2018
Q3 		– Sell
-219
Closed -$11K – 404
2018
Q2 		$11K Buy
+219
New +$10.2K ﹤0.01% 680
2018
Q1 		– Sell
-237
Closed -$9K – 402
2017
Q4 		$9K Buy
+237
New +$8.7K ﹤0.01% 719

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Icon Wealth Partners's EW Position: Q2 2019 in Review

Icon Wealth Partners sold out of Edwards Lifesciences (EW) in Q2 2019, closing a stake of 168 shares — an estimated $11K sold.

Icon Wealth Partners first reported a position in EW in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q1 2019. 921 funds tracked by Wall St. Rank hold EW as of Q2 2019.

  • Icon Wealth Partners reported no remaining Edwards Lifesciences position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 168 Edwards Lifesciences shares in Q2 2019, an estimated $11K.
  • Icon Wealth Partners first reported a position in Edwards Lifesciences in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Edwards Lifesciences position peaked at $11K in Q1 2019.
  • 921 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.