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MWM
MinichMacGregor Wealth Management’s
Edwards Lifesciences
EW
Stock Holding History
MinichMacGregor Wealth Management’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
Q1
–
Sell
-960
Closed
-$71.6K
–
259
2022
Q4
$71.6K
Buy
+960
New
+$74K
0.03%
150
2019
Q1
–
Sell
-52,140
Closed
-$1.9M
–
72
2018
Q4
$1.9M
Buy
52,140
+51,480
+7,800%
+$2.6M
1.3%
28
2018
Q3
$37K
Hold
660
–
–
0.02%
148
2018
Q2
$32K
Hold
660
–
–
0.02%
154
2018
Q1
$30K
Buy
660
+570
+633%
+$24.8K
0.02%
153
2017
Q4
$3K
Hold
90
–
–
﹤0.01%
392
2017
Q3
$3K
Hold
90
–
–
﹤0.01%
373
2017
Q2
$3K
Hold
90
–
–
﹤0.01%
374
2017
Q1
$2K
Hold
90
–
–
﹤0.01%
376
2016
Q4
$2K
Hold
90
–
–
﹤0.01%
375
2016
Q3
$3K
Hold
90
–
–
﹤0.01%
358
2016
Q2
$2K
Hold
90
–
–
﹤0.01%
360
2016
Q1
$2K
Buy
+90
New
+$2.48K
﹤0.01%
351
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1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
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$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
$544B AUM
28.31%
1-Year Est. Return
Wellington Management Group
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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