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Phoenix Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-180
Closed -$20K – 197
2021
Q3 		$20K Hold
180
– – 0.01% 265
2021
Q2 		$19K Hold
180
– – 0.01% 260
2021
Q1 		$15K Hold
180
– – 0.01% 271
2020
Q4 		$16K Buy
+180
New +$14.9K 0.01% 267

Other funds holding EW

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Phoenix Wealth Advisors's EW Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 180 shares — an estimated $20K sold.

Phoenix Wealth Advisors first reported a position in EW in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q3 2021. 1,319 funds tracked by Wall St. Rank hold EW as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 180 Edwards Lifesciences shares in Q4 2021, an estimated $20K.
  • Phoenix Wealth Advisors first reported a position in Edwards Lifesciences in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Edwards Lifesciences position peaked at $20K in Q3 2021.
  • 1,319 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.