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LWAC
Laurel Wealth Advisors (California)’s
Edwards Lifesciences
EW
Stock Holding History
Laurel Wealth Advisors (California)’s Portfolio
EW Stock Details
EW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$457K
Hold
6,121
–
–
0.05%
378
2022
Q3
$506K
Hold
6,121
–
–
0.05%
337
2022
Q2
$582K
Sell
6,121
-900
-13%
-$93.2K
0.06%
324
2022
Q1
$827K
Sell
7,021
-52
-0.7%
-$5.83K
0.07%
284
2021
Q4
$916K
Buy
7,073
+1,552
+28%
+$181K
0.07%
280
2021
Q3
$625K
Sell
5,521
-1,544
-22%
-$176K
0.11%
203
2021
Q2
$731K
Hold
7,065
–
–
0.09%
216
2021
Q1
$590K
Hold
7,065
–
–
0.09%
219
2020
Q4
$645K
Buy
7,065
+144
+2%
+$11.9K
0.09%
203
2020
Q3
$553K
Hold
6,921
–
–
0.09%
211
2020
Q2
$479K
Hold
6,921
–
–
0.09%
224
2020
Q1
$435K
Sell
6,921
-300
-4%
-$21.6K
0.1%
219
2019
Q4
$562K
Buy
7,221
+150
+2%
+$11.7K
0.09%
226
2019
Q3
$518K
Buy
7,071
+1,281
+22%
+$90K
0.09%
239
2019
Q2
$357K
Sell
5,790
-1,107
-16%
-$66.9K
0.08%
271
2019
Q1
$440K
Buy
6,897
+1,485
+27%
+$84.7K
0.11%
209
2018
Q4
$276K
Buy
5,412
+300
+6%
+$15.2K
0.08%
263
2018
Q3
$296K
Hold
5,112
–
–
0.07%
280
2018
Q2
$248K
Hold
5,112
–
–
0.07%
305
2018
Q1
$237K
Buy
+5,112
New
+$222K
0.07%
286
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1-Year Est. Return
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1-Year Est. Return
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$535B AUM
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1-Year Est. Return
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$60.9B AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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