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Nicola Wealth Management’s Edwards Lifesciences EW Stock Holding History

Nicola 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
-114,000
Closed -$8.51M – 117
2022
Q4 		$8.51M Buy
+114,000
New +$8.79M 0.86% 40

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Wellington Management Group
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Brown Advisory
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Nicola Wealth Management's EW Position: Q1 2023 in Review

Nicola Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2023, closing a stake of 114,000 shares — an estimated $8.51M sold.

Nicola Wealth Management first reported a position in EW in Q4 2022 and held it in 1 quarter. The position peaked at $8.51M in Q4 2022. 1,245 funds tracked by Wall St. Rank hold EW as of Q1 2023.

  • Nicola Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2023 after selling out during the quarter.
  • Nicola Wealth Management sold 114,000 Edwards Lifesciences shares in Q1 2023, an estimated $8.51M.
  • Nicola Wealth Management first reported a position in Edwards Lifesciences in Q4 2022 and held it in 1 quarter.
  • Nicola Wealth Management's Edwards Lifesciences position peaked at $8.51M in Q4 2022.
  • 1,245 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2023.

Based on Nicola Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.