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Providence Wealth Advisors’s Edwards Lifesciences EW Stock Holding History

Providence 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
2020
Q3 		– Sell
-8,997
Closed -$622K – 88
2020
Q2 		$622K Hold
8,997
– – 0.63% 49
2020
Q1 		$540K Sell
8,997
-1,500
-14% -$108K 0.65% 49
2019
Q4 		$812K Sell
10,497
-1,260
-11% -$98.4K 0.75% 45
2019
Q3 		$862K Hold
11,757
– – 0.77% 46
2019
Q2 		$727K Buy
11,757
+105
+0.9% +$6.35K 0.68% 54
2019
Q1 		$749K Hold
11,652
– – 0.7% 50
2018
Q4 		$584K Hold
11,652
– – 0.65% 55
2018
Q3 		$676K Hold
11,652
– – 0.62% 53
2018
Q2 		$565K Hold
11,652
– – 0.55% 61
2018
Q1 		$526K Buy
+11,652
New +$506K 0.78% 49

Other funds holding EW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Providence Wealth Advisors's EW Position: Q3 2020 in Review

Providence Wealth Advisors sold out of Edwards Lifesciences (EW) in Q3 2020, closing a stake of 8,997 shares — an estimated $622K sold.

Providence Wealth Advisors first reported a position in EW in Q1 2018 and held it in 10 quarters. The position peaked at $862K in Q3 2019. 1,083 funds tracked by Wall St. Rank hold EW as of Q3 2020.

  • Providence Wealth Advisors reported no remaining Edwards Lifesciences position as of Q3 2020 after selling out during the quarter.
  • Providence Wealth Advisors sold 8,997 Edwards Lifesciences shares in Q3 2020, an estimated $622K.
  • Providence Wealth Advisors first reported a position in Edwards Lifesciences in Q1 2018 and held it in 10 quarters.
  • Providence Wealth Advisors's Edwards Lifesciences position peaked at $862K in Q3 2019.
  • 1,083 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2020.

Based on Providence Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.