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Lifeworks Advisors’s Edwards Lifesciences EW Stock Holding History

Lifeworks Advisors’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
2023
Q3 		– Sell
-2,400
Closed -$226K – 185
2023
Q2 		$226K Buy
+2,400
New +$209K 0.1% 148
2022
Q3 		– Sell
-2,775
Closed -$264K – 135
2022
Q2 		$264K Buy
+2,775
New +$287K 0.17% 110

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lifeworks Advisors's EW Position: Q3 2023 in Review

Lifeworks Advisors sold out of Edwards Lifesciences (EW) in Q3 2023, closing a stake of 2,400 shares — an estimated $226K sold.

Lifeworks Advisors first reported a position in EW in Q2 2022 and held it in 2 quarters. The position peaked at $264K in Q2 2022. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

  • Lifeworks Advisors reported no remaining Edwards Lifesciences position as of Q3 2023 after selling out during the quarter.
  • Lifeworks Advisors sold 2,400 Edwards Lifesciences shares in Q3 2023, an estimated $226K.
  • Lifeworks Advisors first reported a position in Edwards Lifesciences in Q2 2022 and held it in 2 quarters.
  • Lifeworks Advisors's Edwards Lifesciences position peaked at $264K in Q2 2022.
  • 1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Lifeworks Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.