Lake Street Private Wealth’s Edwards Lifesciences EW Stock Holding History

Lake Street 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
2022 Q2	–	Sell	-1,856	Closed	-$218K	–	308
2022 Q1	$218K	Sell	1,856 -377	-17%	-$42.3K	0.04%	290
2021 Q4	$289K	Buy	2,233 +166	+8%	+$19.4K	0.05%	262
2021 Q3	$234K	Buy	2,067 +147	+8%	+$16.8K	0.06%	202
2021 Q2	$201K	Buy	+1,920	New	+$181K	0.05%	209

Other funds holding EW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Street Private Wealth's EW Position: Q2 2022 in Review

Lake Street Private Wealth sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,856 shares — an estimated $218K sold.

Lake Street Private Wealth first reported a position in EW in Q2 2021 and held it in 4 quarters. The position peaked at $289K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

Lake Street Private Wealth reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
Lake Street Private Wealth sold 1,856 Edwards Lifesciences shares in Q2 2022, an estimated $218K.
Lake Street Private Wealth first reported a position in Edwards Lifesciences in Q2 2021 and held it in 4 quarters.
Lake Street Private Wealth's Edwards Lifesciences position peaked at $289K in Q4 2021.
1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.