Lumature Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Lumature Wealth Partners’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 Q2	$461K	Sell	4,887 -102	-2%	-$8.87K	0.27%	72
2023 Q1	$413K	Buy	4,989 +138	+3%	+$10.8K	0.23%	75
2022 Q4	$362K	Buy	4,851 +224	+5%	+$17.3K	0.2%	90
2022 Q3	$382K	Buy	4,627 +95	+2%	+$9.14K	0.2%	85
2022 Q2	$431K	Buy	4,532 +4,447	+5,232%	+$460K	0.19%	87
2022 Q1	$10K	Sell	85 -68	-44%	-$7.63K	﹤0.01%	334
2021 Q4	$20K	Buy	153 +6	+4%	+$700	0.01%	292
2021 Q3	$17K	Sell	147 -74	-33%	-$8.45K	0.01%	304
2021 Q2	$23K	Buy	221 +113	+105%	+$10.7K	0.01%	260
2021 Q1	$9K	Sell	108 -4,652	-98%	-$393K	﹤0.01%	292
2020 Q4	$434K	Buy	+4,760	New	+$395K	0.41%	72

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lumature Wealth Partners's EW Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Edwards Lifesciences (EW) stake by 2% in Q2 2023, selling an estimated $8.87K and leaving 4,887 shares worth $461K. The position accounts for 0.27% of the portfolio, ranked #72.

Lumature Wealth Partners first reported a position in EW in Q4 2020 and has held it in 11 quarters since. 1,279 funds tracked by Wall St. Rank hold EW as of Q2 2023.

Lumature Wealth Partners held 4,887 shares of Edwards Lifesciences worth $461K as of Q2 2023.
Lumature Wealth Partners sold 102 Edwards Lifesciences shares in Q2 2023, an estimated $8.87K.
Edwards Lifesciences made up 0.27% of Lumature Wealth Partners's portfolio in Q2 2023, its #72 holding.
Lumature Wealth Partners first reported a position in Edwards Lifesciences in Q4 2020 and has held it in 11 quarters since.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.