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One Charles Private Wealth Services’s Edwards Lifesciences EW Stock Holding History

One Charles Private Wealth Services’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
2022
Q1 		– Sell
-1,641
Closed -$213K – 117
2021
Q4 		$213K Buy
+1,641
New +$191K 0.12% 112

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One Charles Private Wealth Services's EW Position: Q1 2022 in Review

One Charles Private Wealth Services sold out of Edwards Lifesciences (EW) in Q1 2022, closing a stake of 1,641 shares — an estimated $213K sold.

One Charles Private Wealth Services first reported a position in EW in Q4 2021 and held it in 1 quarter. The position peaked at $213K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • One Charles Private Wealth Services reported no remaining Edwards Lifesciences position as of Q1 2022 after selling out during the quarter.
  • One Charles Private Wealth Services sold 1,641 Edwards Lifesciences shares in Q1 2022, an estimated $213K.
  • One Charles Private Wealth Services first reported a position in Edwards Lifesciences in Q4 2021 and held it in 1 quarter.
  • One Charles Private Wealth Services's Edwards Lifesciences position peaked at $213K in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on One Charles Private Wealth Services's 13F filing for Q1 2022, filed 2 May 2022.