MLA
EW icon

My Legacy Advisors’s Edwards Lifesciences EW Stock Holding History

My Legacy 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
Q4 		– Sell
-8,552
Closed -$591K – 208
2023
Q3 		$591K Buy
8,552
+87
+1% +$6.99K 0.24% 129
2023
Q2 		$788K Sell
8,465
-163
-2% -$14.2K 0.31% 105
2023
Q1 		$714K Sell
8,628
-105
-1% -$8.25K 0.31% 119
2022
Q4 		$717K Sell
8,733
-35
-0.4% -$2.7K 0.31% 124
2022
Q3 		$723K Buy
8,768
+295
+3% +$28.4K 0.36% 97
2022
Q2 		$821K Sell
8,473
-182
-2% -$18.8K 0.41% 80
2022
Q1 		$1.02M Buy
+8,655
New +$971K 0.47% 59

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

My Legacy Advisors's EW Position: Q4 2023 in Review

My Legacy Advisors sold out of Edwards Lifesciences (EW) in Q4 2023, closing a stake of 8,552 shares — an estimated $591K sold.

My Legacy Advisors first reported a position in EW in Q1 2022 and held it in 7 quarters. The position peaked at $1.02M in Q1 2022. 1,244 funds tracked by Wall St. Rank hold EW as of Q4 2023.

  • My Legacy Advisors reported no remaining Edwards Lifesciences position as of Q4 2023 after selling out during the quarter.
  • My Legacy Advisors sold 8,552 Edwards Lifesciences shares in Q4 2023, an estimated $591K.
  • My Legacy Advisors first reported a position in Edwards Lifesciences in Q1 2022 and held it in 7 quarters.
  • My Legacy Advisors's Edwards Lifesciences position peaked at $1.02M in Q1 2022.
  • 1,244 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2023.

Based on My Legacy Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.