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Navis Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Navis Wealth 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
2021
Q1 		– Sell
-1,200
Closed -$109K – 138
2020
Q4 		$109K Buy
+1,200
New +$99.5K 0.1% 115

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Navis Wealth Advisors's EW Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Edwards Lifesciences (EW) in Q1 2021, closing a stake of 1,200 shares — an estimated $109K sold.

Navis Wealth Advisors first reported a position in EW in Q4 2020 and held it in 1 quarter. The position peaked at $109K in Q4 2020. 1,143 funds tracked by Wall St. Rank hold EW as of Q1 2021.

  • Navis Wealth Advisors reported no remaining Edwards Lifesciences position as of Q1 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 1,200 Edwards Lifesciences shares in Q1 2021, an estimated $109K.
  • Navis Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2020 and held it in 1 quarter.
  • Navis Wealth Advisors's Edwards Lifesciences position peaked at $109K in Q4 2020.
  • 1,143 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.