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Personal Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Personal Capital 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
Q4 		$33.5M Sell
448,566
-87,667
-16% -$6.76M 0.16% 117
2022
Q3 		$44.3M Buy
+536,233
New +$51.6M 0.24% 99
2022
Q1 		– Sell
-522,291
Closed -$67.8M – 510
2021
Q4 		$67.8M Buy
522,291
+10,742
+2% +$1.25M 0.31% 77
2021
Q3 		$57.9M Buy
511,549
+16,255
+3% +$1.86M 0.29% 81
2021
Q2 		$51.3M Buy
495,294
+51,240
+12% +$4.83M 0.27% 94
2021
Q1 		$37.1M Buy
444,054
+104,125
+31% +$8.8M 0.22% 109
2020
Q4 		$31M Buy
339,929
+98,333
+41% +$8.16M 0.2% 109
2020
Q3 		$19.3M Buy
241,596
+198,188
+457% +$15.5M 0.15% 112
2020
Q2 		$3M Buy
43,408
+38,059
+712% +$2.7M 0.02% 195
2020
Q1 		$329K Sell
5,349
-1,179
-18% -$85K ﹤0.01% 278
2019
Q4 		$508K Buy
6,528
+1,068
+20% +$83.4K ﹤0.01% 260
2019
Q3 		$400K Buy
5,460
+1,191
+28% +$83.7K ﹤0.01% 267
2019
Q2 		$263K Buy
4,269
+183
+4% +$11.1K ﹤0.01% 285
2019
Q1 		$261K Buy
+4,086
New +$233K ﹤0.01% 285

Other funds holding EW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Personal Capital Advisors's EW Position: Q4 2022 in Review

Personal Capital Advisors reduced its Edwards Lifesciences (EW) stake by 16% in Q4 2022, selling an estimated $6.76M and leaving 448,566 shares worth $33.5M. The position accounts for 0.16% of the portfolio, ranked #117.

Personal Capital Advisors first reported a position in EW in Q1 2019 and has held it in 14 quarters since. The position peaked at $67.8M in Q4 2021. 1,229 funds tracked by Wall St. Rank hold EW as of Q4 2022.

  • Personal Capital Advisors held 448,566 shares of Edwards Lifesciences worth $33.5M as of Q4 2022.
  • Personal Capital Advisors sold 87,667 Edwards Lifesciences shares in Q4 2022, an estimated $6.76M.
  • Edwards Lifesciences made up 0.16% of Personal Capital Advisors's portfolio in Q4 2022, its #117 holding.
  • Personal Capital Advisors first reported a position in Edwards Lifesciences in Q1 2019 and has held it in 14 quarters since.
  • Personal Capital Advisors's Edwards Lifesciences position peaked at $67.8M in Q4 2021.
  • 1,229 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.