Lucia Wealth Services’s Edwards Lifesciences EW Stock Holding History

Lucia Wealth Services’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
2020 Q3	$162K	Buy	+2,034	New	+$159K	0.04%	135
2020 Q1	–	Sell	-2,271	Closed	-$177K	–	198
2019 Q4	$177K	Sell	2,271 -147	-6%	-$11.5K	0.05%	117
2019 Q3	$177K	Buy	2,418 +312	+15%	+$21.9K	0.06%	105
2019 Q2	$130K	Hold	2,106	–	–	0.04%	119
2019 Q1	$134K	Buy	+2,106	New	+$120K	0.05%	132
2018 Q4	–	Sell	-2,463	Closed	-$143K	–	190
2018 Q3	$143K	Buy	2,463 +276	+13%	+$13.5K	0.04%	156
2018 Q2	$106K	Buy	2,187 +261	+14%	+$12.2K	0.05%	141
2018 Q1	$90K	Buy	+1,926	New	+$83.6K	0.03%	126

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lucia Wealth Services's EW Position: Q3 2020 in Review

Lucia Wealth Services opened a new position in Edwards Lifesciences (EW) in Q3 2020: 2,034 shares worth $162K. The stake represents 0.04% of the portfolio and ranks #135 among its holdings. This is a return to the name: Lucia Wealth Services previously reported a position in EW as recently as Q4 2019.

Lucia Wealth Services first reported a position in EW in Q1 2018 and has held it in 8 quarters since. The position peaked at $177K in Q4 2019. 1,083 funds tracked by Wall St. Rank hold EW as of Q3 2020.

Lucia Wealth Services held 2,034 shares of Edwards Lifesciences worth $162K as of Q3 2020.
Edwards Lifesciences was a new Lucia Wealth Services position in Q3 2020.
Edwards Lifesciences made up 0.04% of Lucia Wealth Services's portfolio in Q3 2020, its #135 holding.
Lucia Wealth Services first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 8 quarters since.
Lucia Wealth Services's Edwards Lifesciences position peaked at $177K in Q4 2019.
1,083 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.