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PFG Private Wealth Management’s Edwards Lifesciences EW Stock Holding History

PFG Private Wealth Management’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
-858
Closed -$111K – 312
2021
Q4 		$111K Buy
858
+31
+4% +$3.62K 0.06% 83
2021
Q3 		$94K Buy
+827
New +$94.4K 0.06% 77

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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

PFG Private Wealth Management's EW Position: Q1 2022 in Review

PFG Private Wealth Management sold out of Edwards Lifesciences (EW) in Q1 2022, closing a stake of 858 shares — an estimated $111K sold.

PFG Private Wealth Management first reported a position in EW in Q3 2021 and held it in 2 quarters. The position peaked at $111K in Q4 2021. 1,314 funds tracked by Wall St. Rank hold EW as of Q1 2022.

  • PFG Private Wealth Management reported no remaining Edwards Lifesciences position as of Q1 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 858 Edwards Lifesciences shares in Q1 2022, an estimated $111K.
  • PFG Private Wealth Management first reported a position in Edwards Lifesciences in Q3 2021 and held it in 2 quarters.
  • PFG Private Wealth Management's Edwards Lifesciences position peaked at $111K in Q4 2021.
  • 1,314 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2022.

Based on PFG Private Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.