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Intrua Financial’s Edwards Lifesciences EW Stock Holding History

Intrua Financial’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
2022
Q3 		– Sell
-2,309
Closed -$220K – 318
2022
Q2 		$220K Sell
2,309
-324
-12% -$33.5K 0.05% 335
2022
Q1 		$310K Sell
2,633
-1,124
-30% -$126K 0.06% 294
2021
Q4 		$487K Sell
3,757
-320
-8% -$37.3K 0.09% 221
2021
Q3 		$473K Buy
4,077
+423
+12% +$48.3K 0.09% 221
2021
Q2 		$406K Buy
3,654
+237
+7% +$22.3K 0.1% 184
2021
Q1 		$329K Buy
3,417
+306
+10% +$25.9K 0.08% 210
2020
Q4 		$284K Buy
3,111
+111
+4% +$9.21K 0.13% 159
2020
Q3 		$245K Buy
3,000
+194
+7% +$15.1K 0.12% 166
2020
Q2 		$223K Buy
+2,806
New +$199K 0.09% 215

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Intrua Financial's EW Position: Q3 2022 in Review

Intrua Financial sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 2,309 shares — an estimated $220K sold.

Intrua Financial first reported a position in EW in Q2 2020 and held it in 9 quarters. The position peaked at $487K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold EW as of Q3 2022.

  • Intrua Financial reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
  • Intrua Financial sold 2,309 Edwards Lifesciences shares in Q3 2022, an estimated $220K.
  • Intrua Financial first reported a position in Edwards Lifesciences in Q2 2020 and held it in 9 quarters.
  • Intrua Financial's Edwards Lifesciences position peaked at $487K in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Intrua Financial's 13F filing for Q3 2022, filed 14 Nov 2022.