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Lake Point Wealth Management’s Edwards Lifesciences EW Stock Holding History

Lake Point Wealth Management’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
Q2 		$102K Hold
1,073
– – 0.06% 41
2022
Q1 		$126K Hold
1,073
– – 0.06% 35
2021
Q4 		$139K Buy
+1,073
New +$125K 0.06% 37
2019
Q1 		– Sell
-222
Closed -$11K – 730
2018
Q4 		$11K Buy
+222
New +$11.2K ﹤0.01% 440

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

Lake Point Wealth Management's EW Position: Q2 2022 in Review

Lake Point Wealth Management held its Edwards Lifesciences (EW) position steady in Q2 2022 at 1,073 shares worth $102K. The position accounts for 0.06% of the portfolio, ranked #41.

Lake Point Wealth Management first reported a position in EW in Q4 2018 and has held it in 4 quarters since. The position peaked at $139K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Lake Point Wealth Management held 1,073 shares of Edwards Lifesciences worth $102K as of Q2 2022.
  • Lake Point Wealth Management left its Edwards Lifesciences share count unchanged in Q2 2022.
  • Edwards Lifesciences made up 0.06% of Lake Point Wealth Management's portfolio in Q2 2022, its #41 holding.
  • Lake Point Wealth Management first reported a position in Edwards Lifesciences in Q4 2018 and has held it in 4 quarters since.
  • Lake Point Wealth Management's Edwards Lifesciences position peaked at $139K in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.