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JOYN Advisors’s Edwards Lifesciences EW Stock Holding History

JOYN 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
-2,778
Closed -$216K – 122
2019
Q4 		$216K Sell
2,778
-15
-0.5% -$1.17K 0.05% 114
2019
Q3 		$205K Sell
2,793
-117
-4% -$8.22K 0.05% 113
2019
Q2 		$203K Sell
2,910
-390
-12% -$23.6K 0.05% 119
2019
Q1 		$210K Buy
+3,300
New +$188K 0.05% 109
2018
Q3 		– Sell
-7,668
Closed -$372K – 1785
2018
Q2 		$372K Sell
7,668
-12,015
-61% -$561K 0.08% 71
2018
Q1 		$915K Sell
19,683
-6,393
-25% -$278K 0.2% 30
2017
Q4 		$980K Buy
+26,076
New +$957K 0.21% 38

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

JOYN Advisors's EW Position: Q1 2020 in Review

JOYN Advisors sold out of Edwards Lifesciences (EW) in Q1 2020, closing a stake of 2,778 shares — an estimated $216K sold.

JOYN Advisors first reported a position in EW in Q4 2017 and held it in 7 quarters. The position peaked at $980K in Q4 2017. 1,019 funds tracked by Wall St. Rank hold EW as of Q1 2020.

  • JOYN Advisors reported no remaining Edwards Lifesciences position as of Q1 2020 after selling out during the quarter.
  • JOYN Advisors sold 2,778 Edwards Lifesciences shares in Q1 2020, an estimated $216K.
  • JOYN Advisors first reported a position in Edwards Lifesciences in Q4 2017 and held it in 7 quarters.
  • JOYN Advisors's Edwards Lifesciences position peaked at $980K in Q4 2017.
  • 1,019 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.