KPW
EW icon

Kore Private Wealth’s Edwards Lifesciences EW Stock Holding History

Kore Private Wealth’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
Q4 		– Sell
-3,762
Closed -$426K – 356
2021
Q3 		$426K Buy
3,762
+382
+11% +$43.6K 0.04% 261
2021
Q2 		$350K Buy
3,380
+244
+8% +$23K 0.04% 284
2021
Q1 		$262K Buy
3,136
+474
+18% +$40.1K 0.04% 303
2020
Q4 		$243K Buy
+2,662
New +$221K 0.04% 278
2020
Q3 		– Sell
-2,010
Closed -$138K – 521
2020
Q2 		$138K Buy
2,010
+15
+0.8% +$1.07K 0.03% 284
2020
Q1 		$125K Sell
1,995
-444
-18% -$32K 0.03% 278
2019
Q4 		$190K Buy
+2,439
New +$190K 0.04% 254
2019
Q2 		– Sell
-1,410
Closed -$90K – 412
2019
Q1 		$90K Buy
+1,410
New +$80.5K 0.02% 301

Other funds holding EW

BlackRock
BlackRock New York $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return