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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 $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 $3.37T AUM 44.26% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kore Private Wealth's EW Position: Q4 2021 in Review

Kore Private Wealth sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 3,762 shares — an estimated $426K sold.

Kore Private Wealth first reported a position in EW in Q1 2019 and held it in 8 quarters. The position peaked at $426K in Q3 2021. 1,319 funds tracked by Wall St. Rank hold EW as of Q4 2021.

  • Kore Private Wealth reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 3,762 Edwards Lifesciences shares in Q4 2021, an estimated $426K.
  • Kore Private Wealth first reported a position in Edwards Lifesciences in Q1 2019 and held it in 8 quarters.
  • Kore Private Wealth's Edwards Lifesciences position peaked at $426K in Q3 2021.
  • 1,319 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.