Polaris Wealth Advisory Group’s Edwards Lifesciences EW Stock Holding History

Polaris Wealth Advisory 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 Q3	$216K	Buy	+3,120	New	+$251K	0.02%	161
2023 Q2	–	Sell	-3,120	Closed	-$258K	–	159
2023 Q1	$258K	Hold	3,120	–	–	0.02%	155
2022 Q4	$242K	Hold	3,120	–	–	0.02%	161
2022 Q3	$258K	Hold	3,120	–	–	0.02%	145
2022 Q2	$297K	Hold	3,120	–	–	0.02%	121
2022 Q1	$386K	Hold	3,120	–	–	0.03%	127
2021 Q4	$404K	Sell	3,120 -99	-3%	-$11.5K	0.02%	139
2021 Q3	$357K	Hold	3,219	–	–	0.02%	134
2021 Q2	$337K	Buy	3,219 +99	+3%	+$9.33K	0.02%	135
2021 Q1	$268K	Hold	3,120	–	–	0.02%	150
2020 Q4	$283K	Sell	3,120 -720	-19%	-$59.7K	0.02%	158
2020 Q3	$308K	Sell	3,840 -9	-0.2%	-$702	0.03%	127
2020 Q2	$266K	Sell	3,849 -69	-2%	-$4.9K	0.02%	127
2020 Q1	$246K	Buy	3,918 +69	+2%	+$4.98K	0.03%	106
2019 Q4	$306K	Buy	+3,849	New	+$301K	0.02%	128
2018 Q4	–	Sell	-1,440	Closed	-$84K	–	245
2018 Q3	$84K	Buy	+1,440	New	+$70.4K	0.01%	213
2018 Q2	–	Sell	-1,440	Closed	-$67K	–	313
2018 Q1	$67K	Buy	+1,440	New	+$62.5K	0.01%	199

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Polaris Wealth Advisory Group's EW Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Edwards Lifesciences (EW) in Q3 2023: 3,120 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #161 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in EW as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in EW in Q1 2018 and has held it in 17 quarters since. The position peaked at $404K in Q4 2021. 1,220 funds tracked by Wall St. Rank hold EW as of Q3 2023.

Polaris Wealth Advisory Group held 3,120 shares of Edwards Lifesciences worth $216K as of Q3 2023.
Edwards Lifesciences was a new Polaris Wealth Advisory Group position in Q3 2023.
Edwards Lifesciences made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #161 holding.
Polaris Wealth Advisory Group first reported a position in Edwards Lifesciences in Q1 2018 and has held it in 17 quarters since.
Polaris Wealth Advisory Group's Edwards Lifesciences position peaked at $404K in Q4 2021.
1,220 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.