Patriot Financial Group Insurance Agency’s Edwards Lifesciences EW Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-390	Closed	-$37K	–	880
2022 Q2	$37K	Sell	390 -34	-8%	-$3.52K	0.01%	823
2022 Q1	$50K	Sell	424 -74	-15%	-$8.3K	0.01%	774
2021 Q4	$65K	Buy	498 +58	+13%	+$6.76K	0.01%	775
2021 Q3	$50K	Hold	440	–	–	0.01%	867
2021 Q2	$46K	Buy	440 +105	+31%	+$9.9K	0.01%	858
2021 Q1	$28K	Buy	335 +85	+34%	+$7.19K	0.01%	968
2020 Q4	$23K	Hold	250	–	–	0.01%	923
2020 Q3	$20K	Buy	250 +90	+56%	+$7.02K	0.01%	791
2020 Q2	$11K	Buy	+160	New	+$11.4K	﹤0.01%	937
2018 Q2	–	Sell	-30	Closed	-$1K	–	682
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	906
2017 Q4	$1K	Hold	30	–	–	﹤0.01%	889
2017 Q3	$1K	Buy	30 +9	+43%	+$343	﹤0.01%	873
2017 Q2	$1K	Buy	+21	New	+$767	﹤0.01%	870

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EW Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Edwards Lifesciences (EW) in Q3 2022, closing a stake of 390 shares — an estimated $37K sold.

Patriot Financial Group Insurance Agency first reported a position in EW in Q2 2017 and held it in 13 quarters. The position peaked at $65K in Q4 2021. 1,247 funds tracked by Wall St. Rank hold EW as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Edwards Lifesciences position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 390 Edwards Lifesciences shares in Q3 2022, an estimated $37K.
Patriot Financial Group Insurance Agency first reported a position in Edwards Lifesciences in Q2 2017 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Edwards Lifesciences position peaked at $65K in Q4 2021.
1,247 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.