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LWM Advisory Services’s Edwards Lifesciences EW Stock Holding History

LWM Advisory 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
2022
Q1 		– Sell
-1,986
Closed -$257K – 116
2021
Q4 		$257K Buy
+1,986
New +$232K 0.32% 89

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LWM Advisory Services's EW Position: Q1 2022 in Review

LWM Advisory Services sold out of Edwards Lifesciences (EW) in Q1 2022, closing a stake of 1,986 shares — an estimated $257K sold.

LWM Advisory Services first reported a position in EW in Q4 2021 and held it in 1 quarter. The position peaked at $257K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • LWM Advisory Services reported no remaining Edwards Lifesciences position as of Q1 2022 after selling out during the quarter.
  • LWM Advisory Services sold 1,986 Edwards Lifesciences shares in Q1 2022, an estimated $257K.
  • LWM Advisory Services first reported a position in Edwards Lifesciences in Q4 2021 and held it in 1 quarter.
  • LWM Advisory Services's Edwards Lifesciences position peaked at $257K in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on LWM Advisory Services's 13F filing for Q1 2022, filed 9 May 2022.