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Liberty Wealth Management’s Edwards Lifesciences EW Stock Holding History

Liberty 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
2021
Q4 		– Sell
-245
Closed -$29K – 462
2021
Q3 		$29K Buy
245
+192
+362% +$21.9K 0.01% 546
2021
Q2 		$5K Buy
53
+21
+66% +$1.98K ﹤0.01% 783
2021
Q1 		$2K Hold
32
– – ﹤0.01% 805
2020
Q4 		$2K Hold
32
– – ﹤0.01% 802
2020
Q3 		$3K Buy
+32
New +$2.5K ﹤0.01% 704
2020
Q2 		– Sell
-15
Closed -$1K – 891
2020
Q1 		$1K Buy
+15
New +$1.08K ﹤0.01% 793

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 $3.38T AUM 44.17% 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

Liberty Wealth Management's EW Position: Q4 2021 in Review

Liberty Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 245 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in EW in Q1 2020 and held it in 6 quarters. The position peaked at $29K in Q3 2021. 1,319 funds tracked by Wall St. Rank hold EW as of Q4 2021.

  • Liberty Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 245 Edwards Lifesciences shares in Q4 2021, an estimated $29K.
  • Liberty Wealth Management first reported a position in Edwards Lifesciences in Q1 2020 and held it in 6 quarters.
  • Liberty Wealth Management's Edwards Lifesciences position peaked at $29K in Q3 2021.
  • 1,319 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.