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Optimum Investment Advisors’s Edwards Lifesciences EW Stock Holding History

Optimum Investment 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
2022
Q1 		– Sell
-2,432
Closed -$315K – 854
2021
Q4 		$315K Hold
2,432
– – 0.12% 167
2021
Q3 		$275K Hold
2,432
– – 0.12% 172
2021
Q2 		$252K Sell
2,432
-70
-3% -$6.6K 0.08% 222
2021
Q1 		$209K Sell
2,502
-18
-0.7% -$1.52K 0.06% 257
2020
Q4 		$230K Buy
2,520
+2,432
+2,764% +$202K 0.07% 226
2020
Q3 		$7K Buy
88
+70
+389% +$5.46K ﹤0.01% 725
2020
Q2 		$1K Sell
18
-279
-94% -$19.8K ﹤0.01% 841
2020
Q1 		$19K Sell
297
-1,407
-83% -$101K 0.01% 579
2019
Q4 		$133K Buy
1,704
+204
+14% +$15.9K 0.04% 345
2019
Q3 		$110K Buy
1,500
+150
+11% +$10.5K 0.03% 364
2019
Q2 		$83K Buy
1,350
+1,200
+800% +$72.6K 0.03% 410
2019
Q1 		$10K Sell
150
-738
-83% -$42.1K ﹤0.01% 802
2018
Q4 		$45K Sell
888
-975
-52% -$49.3K 0.02% 488
2018
Q3 		$108K Hold
1,863
– – 0.03% 386
2018
Q2 		$90K Sell
1,863
-492
-21% -$23K 0.03% 412
2018
Q1 		$110K Buy
+2,355
New +$102K 0.03% 387

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's EW Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Edwards Lifesciences (EW) in Q1 2022, closing a stake of 2,432 shares — an estimated $315K sold.

Optimum Investment Advisors first reported a position in EW in Q1 2018 and held it in 16 quarters. The position peaked at $315K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Edwards Lifesciences position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,432 Edwards Lifesciences shares in Q1 2022, an estimated $315K.
  • Optimum Investment Advisors first reported a position in Edwards Lifesciences in Q1 2018 and held it in 16 quarters.
  • Optimum Investment Advisors's Edwards Lifesciences position peaked at $315K in Q4 2021.
  • 1,315 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.