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Prentice Wealth Management’s Edwards Lifesciences EW Stock Holding History

Prentice 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
2021
Q4 		– Sell
-2,400
Closed -$272K – 166
2021
Q3 		$272K Hold
2,400
– – 0.13% 78
2021
Q2 		$249K Buy
+2,400
New +$226K 0.13% 88

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Prentice Wealth Management's EW Position: Q4 2021 in Review

Prentice Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2021, closing a stake of 2,400 shares — an estimated $272K sold.

Prentice Wealth Management first reported a position in EW in Q2 2021 and held it in 2 quarters. The position peaked at $272K in Q3 2021. 1,320 funds tracked by Wall St. Rank hold EW as of Q4 2021.

  • Prentice Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 2,400 Edwards Lifesciences shares in Q4 2021, an estimated $272K.
  • Prentice Wealth Management first reported a position in Edwards Lifesciences in Q2 2021 and held it in 2 quarters.
  • Prentice Wealth Management's Edwards Lifesciences position peaked at $272K in Q3 2021.
  • 1,320 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.