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Oxford Financial Group’s Edwards Lifesciences EW Stock Holding History

Oxford Financial Group’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
Q2 		– Sell
-2,455
Closed -$203K – 297
2023
Q1 		$203K Buy
+2,455
New +$193K 0.02% 188
2022
Q2 		– Sell
-1,769
Closed -$208K – 276
2022
Q1 		$208K Buy
1,769
+2
+0.1% +$224 0.03% 184
2021
Q4 		$229K Buy
+1,767
New +$206K 0.03% 186

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oxford Financial Group's EW Position: Q2 2023 in Review

Oxford Financial Group sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 2,455 shares — an estimated $203K sold.

Oxford Financial Group first reported a position in EW in Q4 2021 and held it in 3 quarters. The position peaked at $229K in Q4 2021. 1,278 funds tracked by Wall St. Rank hold EW as of Q2 2023.

  • Oxford Financial Group reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
  • Oxford Financial Group sold 2,455 Edwards Lifesciences shares in Q2 2023, an estimated $203K.
  • Oxford Financial Group first reported a position in Edwards Lifesciences in Q4 2021 and held it in 3 quarters.
  • Oxford Financial Group's Edwards Lifesciences position peaked at $229K in Q4 2021.
  • 1,278 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on Oxford Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.