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Principle Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Principle Wealth Partners’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
Q2 		– Sell
-1,986
Closed -$234K – 309
2022
Q1 		$234K Hold
1,986
– – 0.02% 292
2021
Q4 		$257K Hold
1,986
– – 0.03% 280
2021
Q3 		$225K Hold
1,986
– – 0.03% 295
2021
Q2 		$206K Buy
+1,986
New +$187K 0.02% 305
2020
Q3 		– Sell
-168
Closed -$12K – 247
2020
Q2 		$12K Buy
+168
New +$11.9K ﹤0.01% 393

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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

Principle Wealth Partners's EW Position: Q2 2022 in Review

Principle Wealth Partners sold out of Edwards Lifesciences (EW) in Q2 2022, closing a stake of 1,986 shares — an estimated $234K sold.

Principle Wealth Partners first reported a position in EW in Q2 2020 and held it in 5 quarters. The position peaked at $257K in Q4 2021. 1,272 funds tracked by Wall St. Rank hold EW as of Q2 2022.

  • Principle Wealth Partners reported no remaining Edwards Lifesciences position as of Q2 2022 after selling out during the quarter.
  • Principle Wealth Partners sold 1,986 Edwards Lifesciences shares in Q2 2022, an estimated $234K.
  • Principle Wealth Partners first reported a position in Edwards Lifesciences in Q2 2020 and held it in 5 quarters.
  • Principle Wealth Partners's Edwards Lifesciences position peaked at $257K in Q4 2021.
  • 1,272 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2022.

Based on Principle Wealth Partners's 13F filing for Q2 2022, filed 2 Aug 2022.