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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
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

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Laurel Wealth Advisors (California)'s EW Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Edwards Lifesciences (EW) position steady in Q4 2022 at 6,121 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #378.

Laurel Wealth Advisors (California) first reported a position in EW in Q1 2018 and has held it in 20 quarters since. The position peaked at $916K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,121 shares of Edwards Lifesciences worth $457K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its Edwards Lifesciences share count unchanged in Q4 2022.
  • Edwards Lifesciences made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #378 holding.
  • Laurel Wealth Advisors (California) first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 20 quarters since.
  • Laurel Wealth Advisors (California)'s Edwards Lifesciences position peaked at $916K in Q4 2021.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.