Newport Wealth Strategies’s Edwards Lifesciences EW Stock Holding History

Newport Wealth Strategies’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 Q3	$769K	Hold	6,795	–	–	0.47%	48
2021 Q2	$704K	Hold	6,795	–	–	0.41%	50
2021 Q1	$568K	Hold	6,795	–	–	0.35%	54
2020 Q4	$542K	Hold	6,795	–	–	0.41%	48
2020 Q3	$537K	Hold	6,795	–	–	0.4%	49
2020 Q2	$470K	Sell	6,795 -90	-1%	-$6.4K	0.43%	45
2020 Q1	$496K	Buy	6,885 +390	+6%	+$28.1K	0.47%	42
2019 Q4	$504K	Hold	6,495	–	–	0.37%	52
2019 Q3	$476K	Sell	6,495 -150	-2%	-$10.5K	0.43%	47
2019 Q2	$420K	Hold	6,645	–	–	0.39%	51
2019 Q1	$422K	Hold	6,645	–	–	0.42%	51
2018 Q4	$338K	Sell	6,645 -390	-6%	-$19.7K	0.46%	51
2018 Q3	$346K	Buy	7,035 +1,140	+19%	+$55.8K	0.44%	49
2018 Q2	$286K	Sell	5,895 -5,013	-46%	-$234K	0.33%	60
2018 Q1	$507K	Sell	10,908 -510	-4%	-$22.1K	0.4%	51
2017 Q4	$482K	Buy	+11,418	New	+$419K	0.35%	57

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Newport Wealth Strategies's EW Position: Q3 2021 in Review

Newport Wealth Strategies held its Edwards Lifesciences (EW) position steady in Q3 2021 at 6,795 shares worth $769K. The position accounts for 0.47% of the portfolio, ranked #48.

Newport Wealth Strategies first reported a position in EW in Q4 2017 and has held it in 16 quarters since. 1,227 funds tracked by Wall St. Rank hold EW as of Q3 2021.

Newport Wealth Strategies held 6,795 shares of Edwards Lifesciences worth $769K as of Q3 2021.
Newport Wealth Strategies left its Edwards Lifesciences share count unchanged in Q3 2021.
Edwards Lifesciences made up 0.47% of Newport Wealth Strategies's portfolio in Q3 2021, its #48 holding.
Newport Wealth Strategies first reported a position in Edwards Lifesciences in Q4 2017 and has held it in 16 quarters since.
1,227 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2021.

Based on Newport Wealth Strategies's 13F filing for Q3 2021, filed 12 Nov 2021.