IWS
EW icon

Insight Wealth Strategies’s Edwards Lifesciences EW Stock Holding History

Insight Wealth Strategies’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
-2,315
Closed -$211K – 224
2020
Q4 		$211K Buy
+2,315
New +$192K 0.04% 214

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

Insight Wealth Strategies's EW Position: Q1 2021 in Review

Insight Wealth Strategies sold out of Edwards Lifesciences (EW) in Q1 2021, closing a stake of 2,315 shares — an estimated $211K sold.

Insight Wealth Strategies first reported a position in EW in Q4 2020 and held it in 1 quarter. The position peaked at $211K in Q4 2020. 1,143 funds tracked by Wall St. Rank hold EW as of Q1 2021.

  • Insight Wealth Strategies reported no remaining Edwards Lifesciences position as of Q1 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,315 Edwards Lifesciences shares in Q1 2021, an estimated $211K.
  • Insight Wealth Strategies first reported a position in Edwards Lifesciences in Q4 2020 and held it in 1 quarter.
  • Insight Wealth Strategies's Edwards Lifesciences position peaked at $211K in Q4 2020.
  • 1,143 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on Insight Wealth Strategies's 13F filing for Q1 2021, filed 12 May 2021.