Money Concepts Capital’s Edwards Lifesciences EW Stock Holding History

Money Concepts Capital’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	-1,947	Closed	-$145K	–	1235
2022 Q4	$145K	Buy	1,947 +1,497	+333%	+$115K	0.01%	823
2022 Q3	$37K	Buy	450 +27	+6%	+$2.6K	﹤0.01%	776
2022 Q2	$41K	Sell	423 -1,710	-80%	-$177K	﹤0.01%	735
2022 Q1	$251K	Buy	+2,133	New	+$239K	0.01%	642

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

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 $544B AUM 28.31% 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

Money Concepts Capital's EW Position: Q1 2023 in Review

Money Concepts Capital sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 1,947 shares — an estimated $145K sold.

Money Concepts Capital first reported a position in EW in Q1 2022 and held it in 4 quarters. The position peaked at $251K in Q1 2022. 1,245 funds tracked by Wall St. Rank hold EW as of Q1 2023.

Money Concepts Capital reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,947 Edwards Lifesciences shares in Q1 2023, an estimated $145K.
Money Concepts Capital first reported a position in Edwards Lifesciences in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's Edwards Lifesciences position peaked at $251K in Q1 2022.
1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.