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McClarren Financial Advisors’s Edwards Lifesciences EW Stock Holding History

McClarren Financial 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
Q2 		– Sell
-2
Closed – – 377
2023
Q1 		$0 Hold
2
– – ﹤0.01% 372
2022
Q4 		$0 Buy
+2
New +$154 ﹤0.01% 378

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

McClarren Financial Advisors's EW Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 2 shares.

McClarren Financial Advisors first reported a position in EW in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 1,278 funds tracked by Wall St. Rank hold EW as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 2 Edwards Lifesciences shares in Q2 2023.
  • McClarren Financial Advisors first reported a position in Edwards Lifesciences in Q4 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's Edwards Lifesciences position peaked at $0 in Q1 2023.
  • 1,278 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.