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Intercontinental Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Intercontinental 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
-210
Closed -$16K – 206
2019
Q4 		$16K Sell
210
-123
-37% -$9.61K 0.01% 241
2019
Q3 		$24K Buy
+333
New +$23.4K 0.01% 264

Other funds holding EW

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Vanguard Group
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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

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

Intercontinental Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 210 shares — an estimated $16K sold.

Intercontinental Wealth Advisors first reported a position in EW in Q3 2019 and held it in 2 quarters. The position peaked at $24K in Q3 2019. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 210 Edwards Lifesciences shares in Q1 2020, an estimated $16K.
  • Intercontinental Wealth Advisors first reported a position in Edwards Lifesciences in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Edwards Lifesciences position peaked at $24K in Q3 2019.
  • 1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.